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 | $32,697 | $295,536-88.9% | $375,279-91.3% | $95,044-65.6% |
| Participation rate | 100.0% | 23.1%+76.9pp | 36.7%+63.3pp | 8.4%+91.6pp |
| Annual return | 10.86% | 8.34%+2.5pp | 9.78%+1.1pp | 18.34%-7.5pp |
| Employer contribution / active EE | $9,716 | $16,968-42.7% | $46,882-79.3% | $14,665-33.8% |
| Participant deferral / active EE | $0 | $12-100.0% | $72-100.0% | $70-100.0% |
| Admin fee / account holder | $233 | $39,383-99.4% | $5,665-95.9% | $9,141-97.4% |