Filed December 7, 2016 (most recent of 2 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 4-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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $854,040 | $121,341+603.8% | $189,513+350.7% | $79,386+975.8% |
| Participation rate | 15.4% | 86.1%-70.7pp | 87.8%-72.4pp | 70.7%-55.3pp |
| Annual return | 0.00% | 21.08%-21.1pp | 555.15%-555.2pp | 116.85%-116.9pp |
| Employer contribution / active EE | $0 | $3,915-100.0% | $6,162-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $0 | $6,395-100.0% | $8,221-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $651-100.0% | $12,045-100.0% | $626-100.0% |