Filed July 29, 2019 (most recent of 3 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,750 | $120,057-60.2% | $75,696-36.9% | $93,030-48.7% |
| Participation rate | 84.7% | 77.3%+7.4pp | 74.8%+9.9pp | 73.9%+10.8pp |
| Annual return | 27.67% | 19.62%+8.1pp | 104.53%-76.9pp | 158.70%-131.0pp |
| Employer contribution / active EE | $2,570 | $3,253-21.0% | $2,743-6.3% | $2,706-5.0% |
| Participant deferral / active EE | $0 | $4,089-100.0% | $3,821-100.0% | $4,562-100.0% |
| Admin fee / account holder | $0 | $81-99.8% | $3,619-100.0% | $152-99.9% |