Filed January 13, 2016
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 | $85,142 | $153,772-44.6% | $133,980-36.5% | $273,961-68.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 5.41% | 36.51%-31.1pp | 29.30%-23.9pp | 41.45%-36.0pp |
| Employer contribution / active EE | $4,742 | $6,029-21.3% | $5,211-9.0% | $4,869-2.6% |
| Participant deferral / active EE | $3,316 | $6,958-52.3% | $6,282-47.2% | $5,287-37.3% |
| Admin fee / account holder | $100 | $11,765-99.1% | $9,324-98.9% | $10,132-99.0% |