Filed April 15, 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 7-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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,297 | $65,118-98.0% | $76,768-98.3% | $55,725-97.7% |
| Participation rate | 98.0% | 79.6%+18.4pp | 77.0%+21.1pp | 70.9%+27.2pp |
| Annual return | 0.00% | -1.27%+1.3pp | 2.43%-2.4pp | 244.93%-244.9pp |
| Employer contribution / active EE | $17,963 | $1,941+825.4% | $2,485+622.8% | $2,078+764.4% |
| Participant deferral / active EE | $0 | $3,688-100.0% | $3,852-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $116-100.0% | $6,675-100.0% | $115-100.0% |