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.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,936 | $39,909-67.6% | $78,778-83.6% | $80,976-84.0% |
| Participation rate | 50.2% | 55.7%-5.5pp | 69.2%-19.0pp | 68.3%-18.0pp |
| Annual return | 15.29% | 23.47%-8.2pp | 35.62%-20.3pp | 22.91%-7.6pp |
| Employer contribution / active EE | $271 | $778-65.2% | $1,986-86.4% | $2,402-88.7% |
| Participant deferral / active EE | $475 | $1,359-65.1% | $2,958-84.0% | $3,848-87.7% |
| Admin fee / account holder | $0 | $50-100.0% | $5,134-100.0% | $67-100.0% |