Filed March 17, 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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,272 | $60,165-64.6% | $74,183-71.3% | $55,167-61.4% |
| Participation rate | 53.3% | 74.2%-20.8pp | 76.6%-23.3pp | 69.0%-15.7pp |
| Annual return | 9.37% | 10.00%-0.6pp | 17.74%-8.4pp | 169.23%-159.9pp |
| Employer contribution / active EE | $942 | $1,600-41.1% | $2,370-60.3% | $1,963-52.0% |
| Participant deferral / active EE | $1,529 | $2,973-48.6% | $3,550-56.9% | $3,054-49.9% |
| Admin fee / account holder | $97 | $419-77.0% | $5,586-98.3% | $504-80.8% |