Filed March 13, 2019
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 | $24,439 | $76,000-67.8% | $154,107-84.1% | $64,186-61.9% |
| Participation rate | 83.0% | 70.4%+12.6pp | 83.0%0pp | 69.6%+13.5pp |
| Annual return | -2.73% | 30.32%-33.0pp | 735.12%-737.8pp | 7.63%-10.4pp |
| Employer contribution / active EE | $1,150 | $3,351-65.7% | $5,298-78.3% | $2,381-51.7% |
| Participant deferral / active EE | $2,323 | $3,175-26.8% | $5,081-54.3% | $3,470-33.1% |
| Admin fee / account holder | $24 | $5,596-99.6% | $13,411-99.8% | $4,888-99.5% |