Filed May 18, 1
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 8-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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,502 | $73,515+111.5% | $62,995+146.8% | $147,584+5.4% |
| Participation rate | 62.5% | 77.9%-15.4pp | 74.8%-12.3pp | 82.8%-20.3pp |
| Annual return | 13.15% | 175.43%-162.3pp | 87.57%-74.4pp | 578.55%-565.4pp |
| Employer contribution / active EE | $0 | $3,320-100.0% | $2,759-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,931 | $4,185+17.8% | $3,329+48.1% | $5,439-9.3% |
| Admin fee / account holder | $0 | $5,953-100.0% | $3,600-100.0% | $10,885-100.0% |