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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,292 | $102,966-28.8% | $90,281-18.8% | $152,861-52.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 7.50% | 95.16%-87.7pp | 78.10%-70.6pp | 345.32%-337.8pp |
| Employer contribution / active EE | $4,216 | $3,139+34.3% | $2,854+47.7% | $4,762-11.5% |
| Participant deferral / active EE | $4,769 | $4,281+11.4% | $3,885+22.7% | $5,850-18.5% |
| Admin fee / account holder | $248 | $6,171-96.0% | $5,351-95.4% | $11,596-97.9% |