Filed April 17, 1
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,737 | $94,529-16.7% | $140,016-43.8% | $64,186+22.7% |
| Participation rate | 57.1% | 84.1%-26.9pp | 87.5%-30.4pp | 69.6%-12.4pp |
| Annual return | 39.10% | 7.77%+31.3pp | 651.12%-612.0pp | 7.63%+31.5pp |
| Employer contribution / active EE | $1,368 | $3,812-64.1% | $5,606-75.6% | $2,381-42.5% |
| Participant deferral / active EE | $1,891 | $5,250-64.0% | $6,927-72.7% | $3,470-45.5% |
| Admin fee / account holder | $80 | $6,741-98.8% | $10,705-99.3% | $4,888-98.4% |