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.
Annual investment return 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,744 | $25,302-93.1% | $74,701-97.7% | $67,579-97.4% |
| Participation rate | 97.3% | 37.8%+59.4pp | 54.5%+42.8pp | 71.3%+26.0pp |
| Annual return | -190.18% | 10291.17%-10481.3pp | 752.92%-943.1pp | 378.56%-568.7pp |
| Employer contribution / active EE | $3,518 | $446+688.1% | $1,084+224.6% | $2,148+63.8% |
| Participant deferral / active EE | $0 | $954-100.0% | $1,964-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $108-100.0% | $3,333-100.0% | $142-100.0% |