Filed January 28, 2015
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,187 | $62,586+1.0% | $76,768-17.7% | $64,186-1.6% |
| Participation rate | 39.4% | 72.8%-33.4pp | 77.0%-37.6pp | 69.6%-30.2pp |
| Annual return | -0.61% | -1.95%+1.3pp | 2.43%-3.0pp | 7.63%-8.2pp |
| Employer contribution / active EE | $1,015 | $1,832-44.6% | $2,485-59.2% | $2,381-57.4% |
| Participant deferral / active EE | $1,254 | $3,145-60.1% | $3,852-67.4% | $3,470-63.9% |
| Admin fee / account holder | $4 | $4,667-99.9% | $6,675-99.9% | $4,888-99.9% |