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.
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 | $5,237 | $91,190-94.3% | $178,490-97.1% | $79,858-93.4% |
| Participation rate | 98.5% | 69.2%+29.3pp | 81.9%+16.6pp | 69.6%+28.9pp |
| Annual return | 10.36% | 24.19%-13.8pp | 151.07%-140.7pp | 31.71%-21.4pp |
| Employer contribution / active EE | $2,081 | $3,256-36.1% | $5,011-58.5% | $2,471-15.8% |
| Participant deferral / active EE | $0 | $3,236-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $112 | $6,751-98.3% | $13,984-99.2% | $5,306-97.9% |