Filed December 21, 2015
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 | $68,008 | $90,600-24.9% | $79,464-14.4% | $135,375-49.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 13.98% | 977.43%-963.5pp | 718.14%-704.2pp | 519.73%-505.8pp |
| Employer contribution / active EE | $2,250 | $3,068-26.7% | $2,800-19.7% | $4,779-52.9% |
| Participant deferral / active EE | $3,115 | $4,050-23.1% | $3,704-15.9% | $5,609-44.5% |
| Admin fee / account holder | $155 | $5,907-97.4% | $5,113-97.0% | $10,827-98.6% |