Filed June 3, 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 5-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 | $73,943 | $94,554-21.8% | $133,956-44.8% | $106,222-30.4% |
| Participation rate | 58.8% | 76.2%-17.4pp | 79.8%-21.0pp | 70.8%-12.0pp |
| Annual return | 0.00% | 16.55%-16.6pp | 45.09%-45.1pp | 21.69%-21.7pp |
| Employer contribution / active EE | $1,086 | $2,503-56.6% | $3,919-72.3% | $2,723-60.1% |
| Participant deferral / active EE | $3,102 | $4,130-24.9% | $5,048-38.5% | $4,600-32.6% |
| Admin fee / account holder | $32 | $69-54.1% | $8,927-99.6% | $78-59.6% |