Filed March 20, 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 | $212,653 | $86,699+145.3% | $73,307+190.1% | $125,391+69.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | 1.24% | 2.78%-1.5pp | 5.67%-4.4pp | 282.22%-281.0pp |
| Employer contribution / active EE | $9,025 | $4,152+117.4% | $3,237+178.8% | $4,866+85.5% |
| Participant deferral / active EE | $10,670 | $5,550+92.2% | $4,991+113.8% | $5,352+99.4% |
| Admin fee / account holder | $133 | $7,771-98.3% | $5,637-97.6% | $9,540-98.6% |