Filed November 26, 1
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.
Employer contribution per participant 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,810 | $152,587-93.6% | $125,175-92.2% | $152,861-93.6% |
| Participation rate | 78.3% | 83.3%-5.1pp | 79.8%-1.5pp | 82.4%-4.2pp |
| Annual return | 24.51% | 54.84%-30.3pp | 43.79%-19.3pp | 345.32%-320.8pp |
| Employer contribution / active EE | $808 | $4,946-83.7% | $3,865-79.1% | $4,762-83.0% |
| Participant deferral / active EE | $1,789 | $5,868-69.5% | $4,937-63.8% | $5,850-69.4% |
| Admin fee / account holder | $10 | $13,434-99.9% | $9,702-99.9% | $11,596-99.9% |