Filed August 21, 2015 (most recent of 3 filings on file)
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 10-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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,853 | $185,822-49.0% | $169,993-44.2% | $139,434-32.0% |
| Participation rate | 58.3% | 87.8%-29.4pp | 87.0%-28.7pp | 80.3%-22.0pp |
| Annual return | 8.00% | 60.50%-52.5pp | 53.37%-45.4pp | 372.94%-364.9pp |
| Employer contribution / active EE | $1,948 | $7,590-74.3% | $6,785-71.3% | $4,751-59.0% |
| Participant deferral / active EE | $2,604 | $11,622-77.6% | $10,408-75.0% | $6,710-61.2% |
| Admin fee / account holder | $166 | $15,381-98.9% | $12,815-98.7% | $11,403-98.5% |