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 | $120,108 | $160,055-25.0% | $140,016-14.2% | $135,375-11.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -4.76% | 911.38%-916.1pp | 651.12%-655.9pp | 519.73%-524.5pp |
| Employer contribution / active EE | $2,916 | $6,420-54.6% | $5,606-48.0% | $4,779-39.0% |
| Participant deferral / active EE | $4,471 | $7,642-41.5% | $6,927-35.5% | $5,609-20.3% |
| Admin fee / account holder | $219 | $13,328-98.4% | $10,705-98.0% | $10,827-98.0% |