Filed March 20, 2019
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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $105,859-100.0% | $90,160-100.0% | $147,584-100.0% |
| Participation rate | 0.0% | 79.7%-79.7pp | 76.9%-76.9pp | 82.8%-82.8pp |
| Annual return | 8.97% | 37.63%-28.7pp | 34.88%-25.9pp | 578.55%-569.6pp |
| Employer contribution / active EE | $2,703 | $4,126-34.5% | $3,318-18.5% | $4,876-44.6% |
| Participant deferral / active EE | $6,535 | $5,733+14.0% | $5,288+23.6% | $5,439+20.2% |
| Admin fee / account holder | $0 | $8,046-100.0% | $5,943-100.0% | $10,885-100.0% |