Filed June 21, 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 8-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 | $21,284 | $96,635-78.0% | $86,612-75.4% | $139,434-84.7% |
| Participation rate | 90.0% | 74.4%+15.6pp | 71.7%+18.3pp | 80.3%+9.7pp |
| Annual return | 25.32% | 106.41%-81.1pp | 591.07%-565.7pp | 372.94%-347.6pp |
| Employer contribution / active EE | $2,240 | $3,263-31.3% | $3,022-25.9% | $4,751-52.8% |
| Participant deferral / active EE | $5,888 | $4,836+21.8% | $4,438+32.7% | $6,710-12.3% |
| Admin fee / account holder | $9 | $6,408-99.9% | $5,614-99.8% | $11,403-99.9% |