Filed April 22, 2022 (most recent of 4 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.
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 | $29,191 | $110,094-73.5% | $151,611-80.7% | $68,494-57.4% |
| Participation rate | 86.0% | 84.0%+2.0pp | 87.5%-1.5pp | 67.9%+18.1pp |
| Annual return | -16.78% | -10.12%-6.7pp | 3.33%-20.1pp | -7.84%-8.9pp |
| Employer contribution / active EE | $2,435 | $4,471-45.5% | $6,166-60.5% | $2,596-6.2% |
| Participant deferral / active EE | $4,036 | $6,527-38.2% | $8,363-51.7% | $4,027+0.2% |
| Admin fee / account holder | $85 | $7,719-98.9% | $11,616-99.3% | $5,403-98.4% |