Filed December 18, 2018
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 | $1,571 | $23,224-93.2% | $71,086-97.8% | $55,725-97.2% |
| Participation rate | 99.8% | 37.9%+61.9pp | 54.7%+45.2pp | 70.9%+29.0pp |
| Annual return | 0.00% | -2.87%+2.9pp | 650.59%-650.6pp | 244.93%-244.9pp |
| Employer contribution / active EE | $285 | $436-34.7% | $1,088-73.8% | $2,078-86.3% |
| Participant deferral / active EE | $0 | $929-100.0% | $1,874-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $118-100.0% | $3,082-100.0% | $115-100.0% |