Filed September 3, 2015
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 9-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 | $33,860 | $112,096-69.8% | $95,952-64.7% | $158,922-78.7% |
| Participation rate | 78.6% | 79.0%-0.4pp | 77.1%+1.5pp | 82.0%-3.4pp |
| Annual return | 22.56% | 171.09%-148.5pp | 91.61%-69.1pp | 302.83%-280.3pp |
| Employer contribution / active EE | $3,700 | $3,198+15.7% | $2,541+45.6% | $4,761-22.3% |
| Participant deferral / active EE | $5,134 | $4,784+7.3% | $4,167+23.2% | $5,982-14.2% |
| Admin fee / account holder | $23 | $10,130-99.8% | $6,795-99.7% | $11,246-99.8% |