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 | $17,375 | $47,540-63.5% | $79,550-78.2% | $89,394-80.6% |
| Participation rate | 52.5% | 54.9%-2.5pp | 69.5%-17.0pp | 71.3%-18.8pp |
| Annual return | -15.99% | -8.05%-7.9pp | 0.16%-16.2pp | -11.89%-4.1pp |
| Employer contribution / active EE | $609 | $1,122-45.7% | $2,413-74.7% | $3,022-79.8% |
| Participant deferral / active EE | $759 | $1,961-61.3% | $3,985-81.0% | $5,123-85.2% |
| Admin fee / account holder | $0 | $59-100.0% | $6,832-100.0% | $79-100.0% |