Filed October 7, 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 10-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 | $64,522 | $131,829-51.1% | $108,579-40.6% | $273,961-76.4% |
| Participation rate | 85.7% | 83.5%+2.3pp | 79.6%+6.1pp | 83.0%+2.7pp |
| Annual return | 11.31% | -91.57%+102.9pp | -51.70%+63.0pp | 41.45%-30.1pp |
| Employer contribution / active EE | $1,765 | $4,912-64.1% | $3,758-53.0% | $4,869-63.7% |
| Participant deferral / active EE | $5,429 | $5,127+5.9% | $4,311+25.9% | $5,287+2.7% |
| Admin fee / account holder | $144 | $10,252-98.6% | $7,645-98.1% | $10,132-98.6% |