Filed March 17, 2016 (most recent of 2 filings on file)
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,990 | $197,591-77.7% | $177,821-75.3% | $158,922-72.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 13.35% | 58.76%-45.4pp | 48.32%-35.0pp | 302.83%-289.5pp |
| Employer contribution / active EE | $1,009 | $6,697-84.9% | $5,918-83.0% | $4,761-78.8% |
| Participant deferral / active EE | $2,825 | $8,405-66.4% | $7,714-63.4% | $5,982-52.8% |
| Admin fee / account holder | $140 | $15,399-99.1% | $12,427-98.9% | $11,246-98.8% |