Filed October 19, 2016 (most recent of 2 filings on file)
Total covered: 2 employees
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $302,150 | $153,772+96.5% | $133,980+125.5% | $273,961+10.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 10.59% | 36.51%-25.9pp | 29.30%-18.7pp | 41.45%-30.9pp |
| Employer contribution / active EE | $7,431 | $6,029+23.3% | $5,211+42.6% | $4,869+52.6% |
| Participant deferral / active EE | $17,139 | $6,958+146.3% | $6,282+172.8% | $5,287+224.2% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |