Filed December 23, 2015
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 | $183,022 | $92,703+97.4% | $82,719+121.3% | $134,475+36.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -17.76% | 944.92%-962.7pp | 701.18%-718.9pp | 417.96%-435.7pp |
| Employer contribution / active EE | $12,193 | $3,274+272.4% | $3,009+305.2% | $4,740+157.3% |
| Participant deferral / active EE | $12,825 | $4,802+167.1% | $4,395+191.8% | $6,400+100.4% |
| Admin fee / account holder | $94 | $5,983-98.4% | $5,329-98.2% | $11,426-99.2% |