Filed April 28, 2017 (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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,473 | $183,963-80.7% | $162,163-78.1% | $152,861-76.8% |
| Participation rate | 70.0% | 88.5%-18.5pp | 87.6%-17.6pp | 82.4%-12.4pp |
| Annual return | 14.79% | 150.76%-136.0pp | 115.59%-100.8pp | 345.32%-330.5pp |
| Employer contribution / active EE | $139 | $6,371-97.8% | $5,614-97.5% | $4,762-97.1% |
| Participant deferral / active EE | $6,490 | $8,034-19.2% | $7,298-11.1% | $5,850+10.9% |
| Admin fee / account holder | $274 | $13,121-97.9% | $10,843-97.5% | $11,596-97.6% |