Filed November 22, 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 8-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 | $3,422 | $85,202-96.0% | $172,739-98.0% | $72,985-95.3% |
| Participation rate | 98.5% | 70.1%+28.5pp | 82.6%+15.9pp | 69.5%+29.0pp |
| Annual return | 4.90% | 27.32%-22.4pp | 802.84%-797.9pp | 81.00%-76.1pp |
| Employer contribution / active EE | $1,916 | $3,324-42.4% | $5,143-62.8% | $2,440-21.5% |
| Participant deferral / active EE | $0 | $3,260-100.0% | $5,198-100.0% | $3,607-100.0% |
| Admin fee / account holder | $60 | $5,884-99.0% | $13,954-99.6% | $5,124-98.8% |