Filed August 31, 2016
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.
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 | $8,365 | $65,685-87.3% | $57,179-85.4% | $273,961-96.9% |
| Participation rate | 94.7% | 78.3%+16.4pp | 75.3%+19.4pp | 83.0%+11.7pp |
| Annual return | 72.03% | 21.99%+50.0pp | 14.59%+57.4pp | 41.45%+30.6pp |
| Employer contribution / active EE | $280 | $3,279-91.5% | $2,682-89.6% | $4,869-94.2% |
| Participant deferral / active EE | $553 | $3,782-85.4% | $3,096-82.1% | $5,287-89.5% |
| Admin fee / account holder | $274 | $4,835-94.3% | $3,139-91.3% | $10,132-97.3% |