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 | $67,039 | $60,989+9.9% | $60,874+10.1% | $66,914+0.2% |
| Participation rate | 53.5% | 74.5%-21.0pp | 73.1%-19.6pp | 69.8%-16.3pp |
| Annual return | -15.20% | -9.60%-5.6pp | 16.90%-32.1pp | 1.58%-16.8pp |
| Employer contribution / active EE | $2,202 | $2,661-17.2% | $2,701-18.5% | $2,544-13.5% |
| Participant deferral / active EE | $3,197 | $3,615-11.6% | $3,817-16.2% | $4,237-24.5% |
| Admin fee / account holder | $240 | $338-29.2% | $3,224-92.6% | $593-59.6% |