Filed January 26, 2017
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 | $111,449 | $135,952-18.0% | $123,892-10.0% | $273,961-59.3% |
| Participation rate | 88.9% | 84.1%+4.8pp | 81.4%+7.5pp | 83.0%+5.9pp |
| Annual return | 8.79% | 56.63%-47.8pp | 47.52%-38.7pp | 41.45%-32.7pp |
| Employer contribution / active EE | $3,607 | $5,170-30.2% | $4,617-21.9% | $4,869-25.9% |
| Participant deferral / active EE | $6,842 | $6,343+7.9% | $5,984+14.3% | $5,287+29.4% |
| Admin fee / account holder | $34 | $9,817-99.7% | $8,357-99.6% | $10,132-99.7% |