Filed October 2, 2017
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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,476 | $102,966-69.4% | $90,281-65.1% | $152,861-79.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 3.45% | 95.16%-91.7pp | 78.10%-74.7pp | 345.32%-341.9pp |
| Employer contribution / active EE | $2,653 | $3,139-15.5% | $2,854-7.1% | $4,762-44.3% |
| Participant deferral / active EE | $4,316 | $4,281+0.8% | $3,885+11.1% | $5,850-26.2% |
| Admin fee / account holder | $13 | $6,171-99.8% | $5,351-99.8% | $11,596-99.9% |