Filed July 31, 3009 (most recent of 2 filings on file)
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,292 | $171,865-76.0% | $149,718-72.4% | $147,584-72.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 9.61% | 2113.22%-2103.6pp | 1501.63%-1492.0pp | 578.55%-568.9pp |
| Employer contribution / active EE | $2,138 | $6,275-65.9% | $5,445-60.7% | $4,876-56.2% |
| Participant deferral / active EE | $1,765 | $7,271-75.7% | $6,569-73.1% | $5,439-67.6% |
| Admin fee / account holder | $19 | $13,799-99.9% | $11,283-99.8% | $10,885-99.8% |