Filed March 9, 2020 (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 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 | $27,532 | $46,869-41.3% | $122,332-77.5% | $70,131-60.7% |
| Participation rate | 59.6% | 58.2%+1.4pp | 71.6%-12.1pp | 69.5%-10.0pp |
| Annual return | 20.90% | 24.22%-3.3pp | 30.27%-9.4pp | 73.14%-52.2pp |
| Employer contribution / active EE | $743 | $1,288-42.3% | $4,050-81.7% | $2,342-68.3% |
| Participant deferral / active EE | $2,965 | $2,166+36.8% | $3,287-9.8% | $3,332-11.0% |
| Admin fee / account holder | $209 | $3,322-93.7% | $5,478-96.2% | $4,645-95.5% |