Filed August 31, 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 | $15,649 | $84,233-81.4% | $170,442-90.8% | $70,131-77.7% |
| Participation rate | 90.0% | 70.8%+19.2pp | 83.6%+6.4pp | 69.5%+20.5pp |
| Annual return | 13.49% | 23.06%-9.6pp | 205.93%-192.4pp | 73.14%-59.6pp |
| Employer contribution / active EE | $1,384 | $3,387-59.1% | $5,433-74.5% | $2,342-40.9% |
| Participant deferral / active EE | $3,073 | $3,086-0.4% | $4,939-37.8% | $3,332-7.8% |
| Admin fee / account holder | $189 | $5,698-96.7% | $13,880-98.6% | $4,645-95.9% |