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 | $31,238 | $202,318-84.6% | $172,739-81.9% | $152,861-79.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 34.13% | 1029.65%-995.5pp | 802.84%-768.7pp | 345.32%-311.2pp |
| Employer contribution / active EE | $3,903 | $5,856-33.4% | $5,143-24.1% | $4,762-18.0% |
| Participant deferral / active EE | $6,812 | $5,948+14.5% | $5,198+31.1% | $5,850+16.4% |
| Admin fee / account holder | $35 | $17,109-99.8% | $13,954-99.8% | $11,596-99.7% |