Filed December 21, 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 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 | $143,479 | $214,378-33.1% | $200,582-28.5% | $142,382+0.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 12.71% | 46.41%-33.7pp | 42.33%-29.6pp | 217.08%-204.4pp |
| Employer contribution / active EE | $19,793 | $6,841+189.3% | $6,419+208.3% | $4,299+360.4% |
| Participant deferral / active EE | $16,271 | $9,865+64.9% | $9,331+74.4% | $6,507+150.0% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |