Filed May 9, 2016
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 | $30,028 | $46,292-35.1% | $143,757-79.1% | $64,808-53.7% |
| Participation rate | 65.4% | 64.2%+1.2pp | 80.3%-14.9pp | 71.5%-6.1pp |
| Annual return | -15.45% | -10.05%-5.4pp | -0.04%-15.4pp | 32.82%-48.3pp |
| Employer contribution / active EE | $1,968 | $1,910+3.0% | $4,951-60.3% | $2,506-21.5% |
| Participant deferral / active EE | $3,105 | $2,646+17.4% | $5,637-44.9% | $4,310-28.0% |
| Admin fee / account holder | $53 | $154-65.4% | $14,673-99.6% | $188-71.7% |