Filed November 14, 2018 (most recent of 2 filings on file)
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,620 | $91,538-87.3% | $129,995-91.1% | $75,163-84.5% |
| Participation rate | 90.8% | 71.4%+19.4pp | 78.5%+12.3pp | 67.2%+23.6pp |
| Annual return | 17.90% | -631.11%+649.0pp | -137.18%+155.1pp | 160.62%-142.7pp |
| Employer contribution / active EE | $881 | $2,845-69.0% | $4,320-79.6% | $2,670-67.0% |
| Participant deferral / active EE | $810 | $4,341-81.3% | $5,820-86.1% | $4,125-80.4% |
| Admin fee / account holder | $279 | $6,790-95.9% | $10,614-97.4% | $5,651-95.1% |