Filed July 2, 2018
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,476 | $43,723+15.4% | $121,196-58.4% | $64,186-21.4% |
| Participation rate | 59.6% | 58.3%+1.3pp | 71.7%-12.1pp | 69.6%-9.9pp |
| Annual return | -3.48% | 68.91%-72.4pp | 16.93%-20.4pp | 7.63%-11.1pp |
| Employer contribution / active EE | $0 | $1,296-100.0% | $4,022-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,324 | $2,280+1.9% | $3,344-30.5% | $3,470-33.0% |
| Admin fee / account holder | $206 | $3,501-94.1% | $5,019-95.9% | $4,888-95.8% |