Filed May 8, 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 3-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 | $7,285 | $59,443-87.7% | $70,164-89.6% | $75,163-90.3% |
| Participation rate | 98.4% | 71.6%+26.7pp | 78.8%+19.5pp | 67.2%+31.2pp |
| Annual return | 0.00% | 18.53%-18.5pp | 18.87%-18.9pp | 160.62%-160.6pp |
| Employer contribution / active EE | $2,737 | $3,306-17.2% | $4,287-36.1% | $2,670+2.5% |
| Participant deferral / active EE | $3,737 | $3,653+2.3% | $5,395-30.7% | $4,125-9.4% |
| Admin fee / account holder | $225 | $4,397-94.9% | $4,561-95.1% | $5,651-96.0% |