Filed July 31, 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 6-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.
See 1 actuary disclosure. $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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $11,997 | $40,848-70.6% | $346,182-96.5% | $317,036-96.2% |
| Participation rate | 100.0% | 20.3%+79.7pp | 52.1%+47.9pp | 13.0%+87.0pp |
| Annual return | 0.00% | 22.30%-22.3pp | 13.48%-13.5pp | 13.59%-13.6pp |
| Employer contribution / active EE | $12,025 | $18,386-34.6% | $47,067-74.5% | $14,592-17.6% |
| Participant deferral / active EE | $0 | $11-100.0% | $200-100.0% | $67-100.0% |
| Admin fee / account holder | $49 | $68-28.1% | $14,572-99.7% | $29,657-99.8% |