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 | $65,710 | $80,242-18.1% | $119,609-45.1% | $89,394-26.5% |
| Participation rate | 54.0% | 78.3%-24.3pp | 79.3%-25.3pp | 71.3%-17.3pp |
| Annual return | -14.00% | -12.97%-1.0pp | -14.97%+1.0pp | -11.89%-2.1pp |
| Employer contribution / active EE | $1,093 | $2,684-59.3% | $4,232-74.2% | $3,022-63.8% |
| Participant deferral / active EE | $3,286 | $4,686-29.9% | $5,602-41.3% | $5,123-35.9% |
| Admin fee / account holder | $102 | $66+53.4% | $10,323-99.0% | $79+28.2% |