Filed December 28, 2018
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 7-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.
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 | $17,857 | $77,813-77.1% | $123,544-85.5% | $64,186-72.2% |
| Participation rate | 96.7% | 74.7%+22.0pp | 82.3%+14.4pp | 69.6%+27.2pp |
| Annual return | 191.77% | 12.48%+179.3pp | 119.20%+72.6pp | 7.63%+184.1pp |
| Employer contribution / active EE | $3,508 | $3,014+16.4% | $4,628-24.2% | $2,381+47.3% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $17 | $5,519-99.7% | $9,284-99.8% | $4,888-99.7% |