Filed January 11, 2017 (most recent of 2 filings on file)
Total covered: 2 employees
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.
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $61,388-100.0% | $1,414,140-100.0% | $61,388-100.0% |
| Participation rate | 0.0% | 74.9%-74.9pp | 100.0%-100.0pp | 74.9%-74.9pp |
| Annual return | -15.69% | -18.84%+3.1pp | -8.54%-7.2pp | -18.84%+3.1pp |
| Employer contribution / active EE | $0 | $4,190-100.0% | $10,307-100.0% | $4,190-100.0% |
| Participant deferral / active EE | $0 | $3,868-100.0% | $3,290-100.0% | $3,868-100.0% |
| Admin fee / account holder | $0 | $3,736-100.0% | $22,988-100.0% | $3,736-100.0% |