Filed January 28, 2019
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 | $80,844 | $67,331+20.1% | $60,874+32.8% | $134,475-39.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -13.43% | 49.93%-63.4pp | 16.90%-30.3pp | 417.96%-431.4pp |
| Employer contribution / active EE | $4,515 | $3,096+45.8% | $2,701+67.1% | $4,740-4.7% |
| Participant deferral / active EE | $6,887 | $4,538+51.8% | $3,817+80.4% | $6,400+7.6% |
| Admin fee / account holder | $30 | $4,582-99.3% | $3,224-99.1% | $11,426-99.7% |