Filed June 11, 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 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 | $150,577 | $138,065+9.1% | $123,544+21.9% | $135,375+11.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.06% | 153.68%-157.7pp | 119.20%-123.3pp | 519.73%-523.8pp |
| Employer contribution / active EE | $7,024 | $5,151+36.3% | $4,628+51.8% | $4,779+47.0% |
| Participant deferral / active EE | $5,048 | $6,799-25.8% | $6,426-21.4% | $5,609-10.0% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |