Filed May 4, 2021
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.
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 | $19,427 | $62,586-69.0% | $76,768-74.7% | $64,186-69.7% |
| Participation rate | 97.6% | 72.8%+24.8pp | 77.0%+20.7pp | 69.6%+28.1pp |
| Annual return | -12.52% | -1.95%-10.6pp | 2.43%-14.9pp | 7.63%-20.2pp |
| Employer contribution / active EE | $2,388 | $1,832+30.4% | $2,485-3.9% | $2,381+0.3% |
| Participant deferral / active EE | $2,965 | $3,145-5.7% | $3,852-23.0% | $3,470-14.5% |
| Admin fee / account holder | $63 | $4,667-98.7% | $6,675-99.1% | $4,888-98.7% |