Filed June 23, 2021 (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 6-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.
See 1 actuary disclosure. $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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $50,327-100.0% | $313,292-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 14.3%-14.3pp | 35.7%-35.7pp | 15.7%-15.7pp |
| Annual return | -2.02% | -2.27%+0.3pp | -2.79%+0.8pp | -7.14%+5.1pp |
| Employer contribution / active EE | $1,667 | $13,002-87.2% | $39,327-95.8% | $14,613-88.6% |
| Participant deferral / active EE | $0 | $0 | $351-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $1,121-100.0% | $15,115-100.0% | $1,191-100.0% |