Filed December 27, 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 | $20,096 | $48,076-58.2% | $78,689-74.5% | $62,891-68.0% |
| Participation rate | 73.2% | 65.2%+8.0pp | 73.6%-0.4pp | 69.3%+3.9pp |
| Annual return | 6.58% | 31.35%-24.8pp | 62.18%-55.6pp | 20.14%-13.6pp |
| Employer contribution / active EE | $1,304 | $2,015-35.3% | $2,851-54.3% | $2,281-42.8% |
| Participant deferral / active EE | $2,183 | $2,588-15.6% | $3,517-37.9% | $3,203-31.8% |
| Admin fee / account holder | $253 | $3,207-92.1% | $4,510-94.4% | $4,296-94.1% |