Filed October 2, 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 | $30,985 | $76,367-59.4% | $93,606-66.9% | $72,985-57.5% |
| Participation rate | 79.3% | 71.7%+7.6pp | 75.8%+3.5pp | 69.5%+9.8pp |
| Annual return | 21.24% | 25.82%-4.6pp | 32.76%-11.5pp | 81.00%-59.8pp |
| Employer contribution / active EE | $1,705 | $2,275-25.0% | $2,718-37.3% | $2,440-30.1% |
| Participant deferral / active EE | $2,079 | $3,538-41.2% | $4,069-48.9% | $3,607-42.4% |
| Admin fee / account holder | $214 | $6,838-96.9% | $7,888-97.3% | $5,124-95.8% |