Filed August 2, 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.
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $50,876-100.0% | $219,249-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 15.7%-15.7pp | 30.0%-30.0pp | 15.7%-15.7pp |
| Annual return | 0.00% | -7.14%+7.1pp | 1.50%-1.5pp | -7.14%+7.1pp |
| Employer contribution / active EE | $8,604 | $14,613-41.1% | $37,746-77.2% | $14,613-41.1% |
| Participant deferral / active EE | $0 | $60-100.0% | $87-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $1,191-100.0% | $0 | $1,191-100.0% |