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 | $81,317 | $69,763+16.6% | $67,502+20.5% | $74,495+9.2% |
| Participation rate | 66.0% | 71.4%-5.3pp | 72.9%-6.8pp | 67.2%-1.2pp |
| Annual return | 12.10% | -40.34%+52.4pp | 3512.12%-3500.0pp | 1364.94%-1352.8pp |
| Employer contribution / active EE | $2,771 | $2,704+2.5% | $2,731+1.5% | $2,623+5.6% |
| Participant deferral / active EE | $3,760 | $3,636+3.4% | $4,000-6.0% | $4,346-13.5% |
| Admin fee / account holder | $283 | $896-68.4% | $3,998-92.9% | $1,942-85.4% |