Filed January 13, 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 | $34,744 | $43,723-20.5% | $121,196-71.3% | $64,186-45.9% |
| Participation rate | 70.1% | 58.3%+11.8pp | 71.7%-1.6pp | 69.6%+0.5pp |
| Annual return | -5.66% | 68.91%-74.6pp | 16.93%-22.6pp | 7.63%-13.3pp |
| Employer contribution / active EE | $806 | $1,296-37.8% | $4,022-80.0% | $2,381-66.1% |
| Participant deferral / active EE | $2,315 | $2,280+1.6% | $3,344-30.8% | $3,470-33.3% |
| Admin fee / account holder | $264 | $3,501-92.4% | $5,019-94.7% | $4,888-94.6% |