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 | $11,899 | $38,510-69.1% | $74,550-84.0% | $73,367-83.8% |
| Participation rate | 51.0% | 53.5%-2.5pp | 69.1%-18.2pp | 69.5%-18.5pp |
| Annual return | -5.25% | -0.94%-4.3pp | 32.53%-37.8pp | 173.45%-178.7pp |
| Employer contribution / active EE | $298 | $774-61.5% | $1,961-84.8% | $2,499-88.1% |
| Participant deferral / active EE | $499 | $1,421-64.9% | $3,108-83.9% | $4,033-87.6% |
| Admin fee / account holder | $0 | $52-100.0% | $5,060-100.0% | $68-100.0% |