Filed July 29, 2021 (most recent of 2 filings on file)
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 | $50,987 | $153,772-66.8% | $133,980-61.9% | $273,961-81.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 13.11% | 36.51%-23.4pp | 29.30%-16.2pp | 41.45%-28.3pp |
| Employer contribution / active EE | $3,855 | $6,029-36.1% | $5,211-26.0% | $4,869-20.8% |
| Participant deferral / active EE | $13,307 | $6,958+91.2% | $6,282+111.8% | $5,287+151.7% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |