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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $238,700 | $118,680+101.1% | $98,907+141.3% | $158,922+50.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | -1.81% | 372.35%-374.2pp | 196.43%-198.2pp | 302.83%-304.6pp |
| Employer contribution / active EE | $34,412 | $3,333+932.5% | $2,689+1179.8% | $4,761+622.8% |
| Participant deferral / active EE | $12,663 | $5,088+148.9% | $4,244+198.4% | $5,982+111.7% |
| Admin fee / account holder | $0 | $10,131-100.0% | $6,642-100.0% | $11,246-100.0% |