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 | $77,478 | $150,187-48.4% | $120,354-35.6% | $145,922-46.9% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 15.63% | 154.07%-138.4pp | 107.15%-91.5pp | 561.29%-545.7pp |
| Employer contribution / active EE | $10,074 | $4,348+131.7% | $3,463+190.9% | $4,660+116.2% |
| Participant deferral / active EE | $19,509 | $6,173+216.0% | $4,991+290.9% | $6,688+191.7% |
| Admin fee / account holder | $37 | $12,207-99.7% | $9,423-99.6% | $13,397-99.7% |