Filed June 8, 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 5-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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,581 | $70,475-48.1% | $100,516-63.6% | $79,858-54.2% |
| Participation rate | 89.2% | 73.7%+15.5pp | 79.4%+9.8pp | 69.6%+19.6pp |
| Annual return | 0.00% | 21.90%-21.9pp | 30.89%-30.9pp | 31.71%-31.7pp |
| Employer contribution / active EE | $818 | $2,165-62.2% | $3,418-76.1% | $2,471-66.9% |
| Participant deferral / active EE | $1,228 | $5,181-76.3% | $6,270-80.4% | $3,740-67.2% |
| Admin fee / account holder | $113 | $4,478-97.5% | $8,081-98.6% | $5,306-97.9% |