Filed August 15, 2018
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 | $45,851 | $56,897-19.4% | $84,750-45.9% | $62,891-27.1% |
| Participation rate | 86.2% | 68.5%+17.7pp | 76.6%+9.6pp | 69.3%+16.9pp |
| Annual return | 7.90% | 6.30%+1.6pp | 22.78%-14.9pp | 20.14%-12.2pp |
| Employer contribution / active EE | $1,395 | $2,400-41.9% | $3,574-61.0% | $2,281-38.8% |
| Participant deferral / active EE | $4,667 | $2,709+72.3% | $3,712+25.7% | $3,203+45.7% |
| Admin fee / account holder | $300 | $3,581-91.6% | $5,332-94.4% | $4,296-93.0% |