Filed March 13, 2019
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,987 | $160,055-74.4% | $140,016-70.7% | $135,375-69.7% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.5%-20.8pp | 82.6%-16.0pp |
| Annual return | 1.83% | 911.38%-909.6pp | 651.12%-649.3pp | 519.73%-517.9pp |
| Employer contribution / active EE | $940 | $6,420-85.4% | $5,606-83.2% | $4,779-80.3% |
| Participant deferral / active EE | $1,299 | $7,642-83.0% | $6,927-81.3% | $5,609-76.8% |
| Admin fee / account holder | $58 | $13,328-99.6% | $10,705-99.5% | $10,827-99.5% |