Filed March 17, 2017
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,024 | $160,055-76.9% | $140,016-73.6% | $135,375-72.7% |
| Participation rate | 85.0% | 88.5%-3.5pp | 87.5%-2.5pp | 82.6%+2.4pp |
| Annual return | -8.31% | 911.38%-919.7pp | 651.12%-659.4pp | 519.73%-528.0pp |
| Employer contribution / active EE | $2,606 | $6,420-59.4% | $5,606-53.5% | $4,779-45.5% |
| Participant deferral / active EE | $2,369 | $7,642-69.0% | $6,927-65.8% | $5,609-57.8% |
| Admin fee / account holder | $48 | $13,328-99.6% | $10,705-99.6% | $10,827-99.6% |