Filed October 6, 2014
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,622 | $74,706+9.3% | $75,696+7.8% | $79,386+2.8% |
| Participation rate | 56.1% | 75.3%-19.3pp | 74.8%-18.8pp | 70.7%-14.6pp |
| Annual return | 20.48% | 18.52%+2.0pp | 104.53%-84.0pp | 116.85%-96.4pp |
| Employer contribution / active EE | $2,417 | $2,590-6.7% | $2,743-11.9% | $2,427-0.4% |
| Participant deferral / active EE | $2,779 | $3,533-21.4% | $3,821-27.3% | $4,046-31.3% |
| Admin fee / account holder | $237 | $374-36.8% | $3,619-93.5% | $626-62.2% |