Filed September 4, 2015 (most recent of 4 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 | $14,218 | $90,348-84.3% | $75,972-81.3% | $145,922-90.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 15.97% | 620.88%-604.9pp | 359.55%-343.6pp | 561.29%-545.3pp |
| Employer contribution / active EE | $2,471 | $3,311-25.4% | $2,685-8.0% | $4,660-47.0% |
| Participant deferral / active EE | $3,708 | $5,162-28.2% | $4,255-12.9% | $6,688-44.6% |
| Admin fee / account holder | $0 | $8,467-100.0% | $6,467-100.0% | $13,397-100.0% |