Filed June 11, 2019
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $298,306 | $99,341+200.3% | $84,750+252.0% | $273,961+8.9% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 3.89% | 22.93%-19.0pp | 22.78%-18.9pp | 41.45%-37.6pp |
| Employer contribution / active EE | $15,941 | $4,214+278.3% | $3,574+346.0% | $4,869+227.4% |
| Participant deferral / active EE | $8,841 | $4,269+107.1% | $3,712+138.2% | $5,287+67.2% |
| Admin fee / account holder | $57 | $6,644-99.1% | $5,332-98.9% | $10,132-99.4% |