Filed August 21, 2017
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 3-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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,083 | $156,846-41.3% | $121,098-24.0% | $139,434-34.0% |
| Participation rate | 43.8% | 76.4%-32.7pp | 69.5%-25.7pp | 80.3%-36.6pp |
| Annual return | 0.00% | 1474.56%-1474.6pp | 985.75%-985.7pp | 372.94%-372.9pp |
| Employer contribution / active EE | $1,265 | $5,536-77.2% | $4,164-69.6% | $4,751-73.4% |
| Participant deferral / active EE | $3,542 | $4,844-26.9% | $4,080-13.2% | $6,710-47.2% |
| Admin fee / account holder | $14 | $6,946-99.8% | $5,644-99.8% | $11,403-99.9% |