Filed March 9, 2020 (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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,182 | $87,841-55.4% | $133,980-70.8% | $62,891-37.7% |
| Participation rate | 89.7% | 83.4%+6.3pp | 87.1%+2.6pp | 69.3%+20.3pp |
| Annual return | 5.36% | 12.05%-6.7pp | 29.30%-23.9pp | 20.14%-14.8pp |
| Employer contribution / active EE | $868 | $3,483-75.1% | $5,211-83.3% | $2,281-61.9% |
| Participant deferral / active EE | $2,359 | $4,812-51.0% | $6,282-62.5% | $3,203-26.4% |
| Admin fee / account holder | $237 | $5,371-95.6% | $9,324-97.5% | $4,296-94.5% |