Filed November 17, 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 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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,412 | $210,648-87.5% | $177,989-85.2% | $145,922-81.9% |
| Participation rate | 87.5% | 80.8%+6.7pp | 77.1%+10.4pp | 80.3%+7.2pp |
| Annual return | 0.08% | 385.86%-385.8pp | 294.48%-294.4pp | 561.29%-561.2pp |
| Employer contribution / active EE | $10,410 | $4,565+128.1% | $3,949+163.6% | $4,660+123.4% |
| Participant deferral / active EE | $4,598 | $6,958-33.9% | $6,276-26.7% | $6,688-31.3% |
| Admin fee / account holder | $251 | $12,013-97.9% | $10,363-97.6% | $13,397-98.1% |