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 | $77,272 | $65,557+17.9% | $64,056+20.6% | $71,457+8.1% |
| Participation rate | 54.3% | 73.2%-18.8pp | 72.3%-18.0pp | 67.9%-13.6pp |
| Annual return | 16.83% | 18.94%-2.1pp | 33.69%-16.9pp | 28.85%-12.0pp |
| Employer contribution / active EE | $2,301 | $2,669-13.8% | $2,747-16.2% | $2,588-11.1% |
| Participant deferral / active EE | $3,174 | $3,626-12.4% | $3,880-18.2% | $4,289-26.0% |
| Admin fee / account holder | $244 | $616-60.4% | $3,068-92.0% | $1,587-84.6% |