Filed January 30, 2017 (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 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.
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 | $35,777 | $100,041-64.2% | $149,718-76.1% | $70,131-49.0% |
| Participation rate | 94.3% | 83.6%+10.7pp | 87.1%+7.2pp | 69.5%+24.7pp |
| Annual return | 16.11% | 27.43%-11.3pp | 1501.63%-1485.5pp | 73.14%-57.0pp |
| Employer contribution / active EE | $1,533 | $3,662-58.1% | $5,445-71.8% | $2,342-34.6% |
| Participant deferral / active EE | $2,589 | $4,983-48.0% | $6,569-60.6% | $3,332-22.3% |
| Admin fee / account holder | $86 | $8,286-99.0% | $11,283-99.2% | $4,645-98.1% |