Filed March 17, 2016
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 | $48,738 | $65,685-25.8% | $57,179-14.8% | $273,961-82.2% |
| Participation rate | 75.0% | 78.3%-3.3pp | 75.3%-0.3pp | 83.0%-8.0pp |
| Annual return | 6.39% | 21.99%-15.6pp | 14.59%-8.2pp | 41.45%-35.1pp |
| Employer contribution / active EE | $9,185 | $3,279+180.2% | $2,682+242.4% | $4,869+88.7% |
| Participant deferral / active EE | $1,021 | $3,782-73.0% | $3,096-67.0% | $5,287-80.7% |
| Admin fee / account holder | $153 | $4,835-96.8% | $3,139-95.1% | $10,132-98.5% |