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 | $31,790 | $107,334-70.4% | $92,893-65.8% | $152,861-79.2% |
| Participation rate | 92.3% | 79.8%+12.5pp | 76.0%+16.3pp | 82.4%+9.9pp |
| Annual return | 24.34% | 145.58%-121.2pp | 109.41%-85.1pp | 345.32%-321.0pp |
| Employer contribution / active EE | $1,378 | $4,221-67.3% | $3,653-62.3% | $4,762-71.1% |
| Participant deferral / active EE | $3,505 | $4,845-27.6% | $4,236-17.3% | $5,850-40.1% |
| Admin fee / account holder | $16 | $7,079-99.8% | $5,794-99.7% | $11,596-99.9% |