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 | $375,301 | $160,055+134.5% | $140,016+168.0% | $135,375+177.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -8.48% | 911.38%-919.9pp | 651.12%-659.6pp | 519.73%-528.2pp |
| Employer contribution / active EE | $7,450 | $6,420+16.0% | $5,606+32.9% | $4,779+55.9% |
| Participant deferral / active EE | $17,575 | $7,642+130.0% | $6,927+153.7% | $5,609+213.3% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |