Filed January 10, 2019 (most recent of 3 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,026 | $99,079+53.4% | $77,999+94.9% | $273,961-44.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 4.23% | 217.93%-213.7pp | 425.96%-421.7pp | 41.45%-37.2pp |
| Employer contribution / active EE | $17,894 | $3,308+441.0% | $2,470+624.4% | $4,869+267.5% |
| Participant deferral / active EE | $10,417 | $4,306+141.9% | $3,497+197.9% | $5,287+97.0% |
| Admin fee / account holder | $0 | $8,954-100.0% | $5,480-100.0% | $10,132-100.0% |