Filed September 24, 2019 (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 | $126,822 | $153,311-17.3% | $109,313+16.0% | $273,961-53.7% |
| Participation rate | 91.7% | 80.1%+11.6pp | 71.3%+20.4pp | 83.0%+8.7pp |
| Annual return | 25.81% | 29.86%-4.1pp | 22.07%+3.7pp | 41.45%-15.6pp |
| Employer contribution / active EE | $12,903 | $5,619+129.6% | $3,892+231.5% | $4,869+165.0% |
| Participant deferral / active EE | $8,957 | $3,932+127.8% | $3,166+182.9% | $5,287+69.4% |
| Admin fee / account holder | $175 | $8,076-97.8% | $5,666-96.9% | $10,132-98.3% |