Filed September 25, 2018 (most recent of 3 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 8-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 | $92,740 | $64,480+43.8% | $81,382+14.0% | $80,856+14.7% |
| Participation rate | 89.0% | 63.9%+25.2pp | 69.5%+19.6pp | 67.6%+21.4pp |
| Annual return | 20.06% | 16.34%+3.7pp | 24.73%-4.7pp | 35.59%-15.5pp |
| Employer contribution / active EE | $2,913 | $1,978+47.2% | $2,463+18.3% | $2,755+5.7% |
| Participant deferral / active EE | $4,926 | $3,094+59.2% | $3,883+26.9% | $4,296+14.7% |
| Admin fee / account holder | $279 | $5,671-95.1% | $5,768-95.2% | $6,918-96.0% |