Filed October 27, 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 | $77,501 | $171,865-54.9% | $149,718-48.2% | $147,584-47.5% |
| Participation rate | 80.0% | 88.2%-8.2pp | 87.1%-7.1pp | 82.8%-2.8pp |
| Annual return | 13.22% | 2113.22%-2100.0pp | 1501.63%-1488.4pp | 578.55%-565.3pp |
| Employer contribution / active EE | $2,964 | $6,275-52.8% | $5,445-45.6% | $4,876-39.2% |
| Participant deferral / active EE | $3,158 | $7,271-56.6% | $6,569-51.9% | $5,439-41.9% |
| Admin fee / account holder | $2 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |