Filed May 18, 2022 (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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,199 | $123,793-51.4% | $177,821-66.1% | $79,858-24.6% |
| Participation rate | 87.2% | 84.7%+2.5pp | 87.7%-0.5pp | 69.6%+17.5pp |
| Annual return | 10.98% | 22.82%-11.8pp | 48.32%-37.3pp | 31.71%-20.7pp |
| Employer contribution / active EE | $1,254 | $4,095-69.4% | $5,918-78.8% | $2,471-49.2% |
| Participant deferral / active EE | $2,548 | $5,956-57.2% | $7,714-67.0% | $3,740-31.9% |
| Admin fee / account holder | $219 | $7,243-97.0% | $12,427-98.2% | $5,306-95.9% |