Filed February 20, 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 5-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 | $139,831 | $121,341+15.2% | $189,513-26.2% | $79,386+76.1% |
| Participation rate | 86.4% | 86.1%+0.3pp | 87.8%-1.4pp | 70.7%+15.7pp |
| Annual return | 0.00% | 21.08%-21.1pp | 555.15%-555.2pp | 116.85%-116.9pp |
| Employer contribution / active EE | $2,987 | $3,915-23.7% | $6,162-51.5% | $2,427+23.1% |
| Participant deferral / active EE | $5,863 | $6,395-8.3% | $8,221-28.7% | $4,046+44.9% |
| Admin fee / account holder | $4 | $651-99.4% | $12,045-100.0% | $626-99.4% |