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 | $185,046 | $104,251+77.5% | $91,001+103.3% | $147,584+25.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 15.71% | 27.06%-11.4pp | 4.60%+11.1pp | 578.55%-562.8pp |
| Employer contribution / active EE | $17,020 | $3,116+446.3% | $2,456+593.1% | $4,876+249.0% |
| Participant deferral / active EE | $10,387 | $4,195+147.6% | $3,547+192.8% | $5,439+91.0% |
| Admin fee / account holder | $0 | $8,948-100.0% | $5,417-100.0% | $10,885-100.0% |