Filed August 9, 2021
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 9-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 | $31,291 | $99,020-68.4% | $86,590-63.9% | $147,584-78.8% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 12.66% | 1312.34%-1299.7pp | 964.84%-952.2pp | 578.55%-565.9pp |
| Employer contribution / active EE | $3,081 | $3,132-1.6% | $2,839+8.5% | $4,876-36.8% |
| Participant deferral / active EE | $8,963 | $3,972+125.6% | $3,609+148.4% | $5,439+64.8% |
| Admin fee / account holder | $13 | $5,710-99.8% | $4,906-99.7% | $10,885-99.9% |