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 | $233,510 | $116,175+101.0% | $93,606+149.5% | $152,861+52.8% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 16.97% | 35.96%-19.0pp | 32.76%-15.8pp | 345.32%-328.3pp |
| Employer contribution / active EE | $28,408 | $3,218+782.8% | $2,718+945.2% | $4,762+496.5% |
| Participant deferral / active EE | $11,818 | $4,603+156.7% | $4,069+190.5% | $5,850+102.0% |
| Admin fee / account holder | $0 | $10,748-100.0% | $7,888-100.0% | $11,596-100.0% |