Filed March 23, 2017
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 8-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 | $30,604 | $180,449-83.0% | $154,107-80.1% | $135,375-77.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 4.82% | 888.09%-883.3pp | 735.12%-730.3pp | 519.73%-514.9pp |
| Employer contribution / active EE | $4,550 | $6,035-24.6% | $5,298-14.1% | $4,779-4.8% |
| Participant deferral / active EE | $12,408 | $5,806+113.7% | $5,081+144.2% | $5,609+121.2% |
| Admin fee / account holder | $61 | $16,143-99.6% | $13,411-99.5% | $10,827-99.4% |