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 | $96,390 | $92,703+4.0% | $82,719+16.5% | $134,475-28.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -17.79% | 944.92%-962.7pp | 701.18%-719.0pp | 417.96%-435.8pp |
| Employer contribution / active EE | $4,178 | $3,274+27.6% | $3,009+38.9% | $4,740-11.8% |
| Participant deferral / active EE | $5,901 | $4,802+22.9% | $4,395+34.3% | $6,400-7.8% |
| Admin fee / account holder | $0 | $5,983-100.0% | $5,329-100.0% | $11,426-100.0% |