Filed September 4, 2015 (most recent of 4 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 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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,302 | $59,839-81.1% | $81,983-86.2% | $79,858-85.8% |
| Participation rate | 87.9% | 61.6%+26.3pp | 69.2%+18.6pp | 69.6%+18.2pp |
| Annual return | 24.17% | 17.56%+6.6pp | 41.31%-17.1pp | 31.71%-7.5pp |
| Employer contribution / active EE | $1,338 | $1,713-21.9% | $2,498-46.4% | $2,471-45.9% |
| Participant deferral / active EE | $2,228 | $2,695-17.3% | $3,722-40.1% | $3,740-40.4% |
| Admin fee / account holder | $0 | $4,287-100.0% | $5,664-100.0% | $5,306-100.0% |