Filed December 18, 2018 (most recent of 3 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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,193 | $99,020-42.2% | $86,590-33.9% | $147,584-61.2% |
| Participation rate | 41.2% | 76.3%-35.2pp | 73.5%-32.4pp | 82.8%-41.7pp |
| Annual return | 89.69% | 1312.34%-1222.6pp | 964.84%-875.2pp | 578.55%-488.9pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $532 | $3,972-86.6% | $3,609-85.3% | $5,439-90.2% |
| Admin fee / account holder | $169 | $5,710-97.0% | $4,906-96.6% | $10,885-98.5% |