Filed October 2, 2017
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 3-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 | $19,630 | $56,835-65.5% | - | $135,375-85.5% |
| Participation rate | 100.0% | 68.0%+32.0pp | - | 82.6%+17.4pp |
| Annual return | 4.30% | 2630.74%-2626.4pp | - | 519.73%-515.4pp |
| Employer contribution / active EE | $2,573 | $2,734-5.9% | - | $4,779-46.2% |
| Participant deferral / active EE | $0 | $3,681-100.0% | - | $5,609-100.0% |
| Admin fee / account holder | $48 | $1,586-97.0% | - | $10,827-99.6% |