Filed September 1, 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 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,580 | $70,083-70.6% | $59,878-65.6% | $55,725-63.1% |
| Participation rate | 34.2% | 78.4%-44.2pp | 74.7%-40.5pp | 70.9%-36.7pp |
| Annual return | 10.46% | 3.13%+7.3pp | 3.46%+7.0pp | 244.93%-234.5pp |
| Employer contribution / active EE | $0 | $2,878-100.0% | $2,722-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $835 | $3,079-72.9% | $3,402-75.5% | $3,356-75.1% |
| Admin fee / account holder | $0 | $70-100.0% | $3,590-100.0% | $115-100.0% |