Filed June 17, 2020
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,877 | $70,667-46.4% | $123,104-69.2% | $52,331-27.6% |
| Participation rate | 97.3% | 83.7%+13.6pp | 86.8%+10.6pp | 68.1%+29.2pp |
| Annual return | -1.60% | 6.23%-7.8pp | 13.22%-14.8pp | 4.54%-6.1pp |
| Employer contribution / active EE | $1,839 | $2,946-37.6% | $5,151-64.3% | $1,882-2.3% |
| Participant deferral / active EE | $3,332 | $4,493-25.8% | $6,230-46.5% | $3,022+10.2% |
| Admin fee / account holder | $150 | $506-70.3% | $9,015-98.3% | $592-74.6% |