Filed September 28, 2016
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 | $57,130 | $817,678-93.0% | $392,568-85.4% | $152,861-62.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.1%+21.9pp | 82.4%+17.6pp |
| Annual return | 8.73% | 22.84%-14.1pp | 24.42%-15.7pp | 345.32%-336.6pp |
| Employer contribution / active EE | $2,326 | $5,502-57.7% | $3,783-38.5% | $4,762-51.2% |
| Participant deferral / active EE | $7,154 | $8,398-14.8% | $5,985+19.5% | $5,850+22.3% |
| Admin fee / account holder | $179 | $12,095-98.5% | $6,260-97.1% | $11,596-98.5% |