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 | $1,660 | $29,369-94.3% | $77,482-97.9% | $73,409-97.7% |
| Participation rate | 89.0% | 37.9%+51.1pp | 54.2%+34.8pp | 72.2%+16.8pp |
| Annual return | -312.13% | 358.15%-670.3pp | 54.79%-366.9pp | 59.29%-371.4pp |
| Employer contribution / active EE | $6,032 | $406+1386.3% | $986+511.5% | $2,234+170.1% |
| Participant deferral / active EE | $0 | $941-100.0% | $1,861-100.0% | $3,805-100.0% |
| Admin fee / account holder | $0 | $123-99.7% | $2,858-100.0% | $158-99.8% |