Filed February 2, 2017 (most recent of 2 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 | $131,695 | $88,583+48.7% | $88,497+48.8% | $273,961-51.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.4%+17.6pp | 83.0%+17.0pp |
| Annual return | 4.60% | 5.68%-1.1pp | 7.63%-3.0pp | 41.45%-36.8pp |
| Employer contribution / active EE | $8,387 | $4,502+86.3% | $4,036+107.8% | $4,869+72.3% |
| Participant deferral / active EE | $6,364 | $4,891+30.1% | $4,899+29.9% | $5,287+20.4% |
| Admin fee / account holder | $10 | $8,980-99.9% | $6,220-99.8% | $10,132-99.9% |