Filed December 14, 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 | $112,624 | $171,865-34.5% | $149,718-24.8% | $147,584-23.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 12.41% | 2113.22%-2100.8pp | 1501.63%-1489.2pp | 578.55%-566.1pp |
| Employer contribution / active EE | $2,261 | $6,275-64.0% | $5,445-58.5% | $4,876-53.6% |
| Participant deferral / active EE | $4,473 | $7,271-38.5% | $6,569-31.9% | $5,439-17.8% |
| Admin fee / account holder | $89 | $13,799-99.4% | $11,283-99.2% | $10,885-99.2% |