Filed April 7, 2015 (most recent of 5 filings on file)
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,743 | $57,150-60.2% | $93,606-75.7% | $106,382-78.6% |
| Participation rate | 56.3% | 49.1%+7.2pp | 68.7%-12.4pp | 69.9%-13.6pp |
| Annual return | 17.42% | 15.81%+1.6pp | 133.20%-115.8pp | 17.37%0pp |
| Employer contribution / active EE | $705 | $1,015-30.6% | $2,420-70.9% | $3,364-79.0% |
| Participant deferral / active EE | $844 | $1,853-54.5% | $4,411-80.9% | $5,569-84.8% |
| Admin fee / account holder | $0 | $64-100.0% | $8,285-100.0% | $79-100.0% |