Filed December 4, 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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,569 | $125,758-39.9% | $169,993-55.5% | $75,163+0.5% |
| Participation rate | 97.1% | 83.6%+13.6pp | 87.0%+10.1pp | 67.2%+30.0pp |
| Annual return | -15.02% | 27.20%-42.2pp | 53.37%-68.4pp | 160.62%-175.6pp |
| Employer contribution / active EE | $2,453 | $4,615-46.8% | $6,785-63.8% | $2,670-8.1% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $10,408-100.0% | $4,125-100.0% |
| Admin fee / account holder | $174 | $8,173-97.9% | $12,815-98.6% | $5,651-96.9% |