Filed January 28, 2016 (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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,695 | $123,793-46.1% | $177,821-62.5% | $79,858-16.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 0.37% | 22.82%-22.4pp | 48.32%-47.9pp | 31.71%-31.3pp |
| Employer contribution / active EE | $2,707 | $4,095-33.9% | $5,918-54.3% | $2,471+9.6% |
| Participant deferral / active EE | $5,134 | $5,956-13.8% | $7,714-33.4% | $3,740+37.3% |
| Admin fee / account holder | $283 | $7,243-96.1% | $12,427-97.7% | $5,306-94.7% |