Filed December 14, 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 5-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 | $60,545 | $140,940-57.0% | $112,229-46.1% | $139,434-56.6% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 46.47% | 32.71%+13.8pp | 30.20%+16.3pp | 372.94%-326.5pp |
| Employer contribution / active EE | $10,110 | $4,283+136.0% | $3,430+194.7% | $4,751+112.8% |
| Participant deferral / active EE | $12,286 | $5,874+109.2% | $4,798+156.1% | $6,710+83.1% |
| Admin fee / account holder | $36 | $9,954-99.6% | $7,748-99.5% | $11,403-99.7% |