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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,645 | $214,378-78.7% | $200,582-77.2% | $142,382-67.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 10.44% | 46.41%-36.0pp | 42.33%-31.9pp | 217.08%-206.6pp |
| Employer contribution / active EE | $3,018 | $6,841-55.9% | $6,419-53.0% | $4,299-29.8% |
| Participant deferral / active EE | $1,386 | $9,865-86.0% | $9,331-85.1% | $6,507-78.7% |
| Admin fee / account holder | $197 | $17,692-98.9% | $16,305-98.8% | $12,624-98.4% |