Filed June 11, 2019 (most recent of 2 filings on file)
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,891 | $153,772-73.4% | $133,980-69.5% | $273,961-85.1% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.1%-20.4pp | 83.0%-16.3pp |
| Annual return | 13.65% | 36.51%-22.9pp | 29.30%-15.6pp | 41.45%-27.8pp |
| Employer contribution / active EE | $1,417 | $6,029-76.5% | $5,211-72.8% | $4,869-70.9% |
| Participant deferral / active EE | $2,975 | $6,958-57.2% | $6,282-52.6% | $5,287-43.7% |
| Admin fee / account holder | $134 | $11,765-98.9% | $9,324-98.6% | $10,132-98.7% |