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 | $21,551 | $172,651-87.5% | $305,030-92.9% | $198,586-89.1% |
| Participation rate | 100.0% | 42.9%+57.1pp | 44.7%+55.3pp | 13.5%+86.5pp |
| Annual return | 26.45% | 9.18%+17.3pp | 380.66%-354.2pp | 9.29%+17.2pp |
| Employer contribution / active EE | $10,542 | $20,046-47.4% | $45,083-76.6% | $15,168-30.5% |
| Participant deferral / active EE | $0 | $12-100.0% | $272-100.0% | $67-100.0% |
| Admin fee / account holder | $149 | $7,413-98.0% | $12,800-98.8% | $2,037-92.7% |