Filed March 11, 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 | $29,317 | $105,998-72.3% | $92,233-68.2% | $147,584-80.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 24.21% | 50.05%-25.8pp | 176.28%-152.1pp | 578.55%-554.3pp |
| Employer contribution / active EE | $1,598 | $4,333-63.1% | $3,679-56.6% | $4,876-67.2% |
| Participant deferral / active EE | $4,908 | $4,478+9.6% | $3,897+26.0% | $5,439-9.8% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |