Filed March 14, 2018 (most recent of 2 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,573 | $138,065-55.4% | $123,544-50.2% | $135,375-54.5% |
| Participation rate | 77.3% | 84.7%-7.5pp | 82.3%-5.0pp | 82.6%-5.4pp |
| Annual return | -1.19% | 153.68%-154.9pp | 119.20%-120.4pp | 519.73%-520.9pp |
| Employer contribution / active EE | $863 | $5,151-83.2% | $4,628-81.4% | $4,779-81.9% |
| Participant deferral / active EE | $2,063 | $6,799-69.7% | $6,426-67.9% | $5,609-63.2% |
| Admin fee / account holder | $35 | $10,916-99.7% | $9,284-99.6% | $10,827-99.7% |