Filed May 23, 2019
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 | $176,051 | $88,751+98.4% | $81,812+115.2% | $145,922+20.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 13.17% | 1025.40%-1012.2pp | 773.79%-760.6pp | 561.29%-548.1pp |
| Employer contribution / active EE | $7,226 | $3,083+134.4% | $2,912+148.1% | $4,660+55.1% |
| Participant deferral / active EE | $6,917 | $4,643+49.0% | $4,319+60.2% | $6,688+3.4% |
| Admin fee / account holder | $137 | $8,415-98.4% | $7,386-98.1% | $13,397-99.0% |