Filed November 17, 2016
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 | $22,879 | $46,674-51.0% | $117,472-80.5% | $68,494-66.6% |
| Participation rate | 76.3% | 56.8%+19.5pp | 70.6%+5.7pp | 67.9%+8.4pp |
| Annual return | -14.08% | -14.52%+0.4pp | 29.74%-43.8pp | -7.84%-6.2pp |
| Employer contribution / active EE | $1,989 | $1,505+32.2% | $4,176-52.4% | $2,596-23.4% |
| Participant deferral / active EE | $2,899 | $2,636+10.0% | $4,070-28.8% | $4,027-28.0% |
| Admin fee / account holder | $1 | $4,020-100.0% | $5,645-100.0% | $5,403-100.0% |