Filed June 1, 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 9-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 | $19,539 | $198,466-90.2% | $170,442-88.5% | $147,584-86.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.23% | 257.29%-242.1pp | 205.93%-190.7pp | 578.55%-563.3pp |
| Employer contribution / active EE | $4,532 | $6,184-26.7% | $5,433-16.6% | $4,876-7.1% |
| Participant deferral / active EE | $4,956 | $5,629-12.0% | $4,939+0.3% | $5,439-8.9% |
| Admin fee / account holder | $216 | $16,852-98.7% | $13,880-98.4% | $10,885-98.0% |