Filed August 31, 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 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.
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 | $10,883 | $77,634-86.0% | $156,549-93.0% | $62,891-82.7% |
| Participation rate | 91.8% | 71.2%+20.6pp | 84.0%+7.8pp | 69.3%+22.5pp |
| Annual return | 13.88% | 50.32%-36.4pp | 32.23%-18.4pp | 20.14%-6.3pp |
| Employer contribution / active EE | $1,459 | $3,444-57.6% | $5,501-73.5% | $2,281-36.0% |
| Participant deferral / active EE | $3,224 | $3,045+5.9% | $4,871-33.8% | $3,203+0.7% |
| Admin fee / account holder | $166 | $5,561-97.0% | $13,027-98.7% | $4,296-96.1% |