Filed September 6, 2018 (most recent of 3 filings on file)
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,159 | $56,102-83.7% | $101,794-91.0% | $102,872-91.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 69.2%+30.8pp | 73.0%+27.0pp |
| Annual return | 1.37% | 14.06%-12.7pp | 30.53%-29.2pp | 19.06%-17.7pp |
| Employer contribution / active EE | $0 | $1,380-100.0% | $2,289-100.0% | $3,526-100.0% |
| Participant deferral / active EE | $0 | $2,801-100.0% | $4,084-100.0% | $5,535-100.0% |
| Admin fee / account holder | $0 | $262-100.0% | $8,777-100.0% | $292-100.0% |