Filed October 1, 2014
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 8-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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,764 | $52,836-43.7% | $105,738-71.9% | $64,186-53.6% |
| Participation rate | 23.1% | 66.5%-43.5pp | 76.3%-53.3pp | 69.6%-46.5pp |
| Annual return | 0.00% | 14.30%-14.3pp | 6.27%-6.3pp | 7.63%-7.6pp |
| Employer contribution / active EE | $435 | $1,827-76.2% | $3,268-86.7% | $2,381-81.7% |
| Participant deferral / active EE | $967 | $2,545-62.0% | $4,080-76.3% | $3,470-72.1% |
| Admin fee / account holder | $180 | $3,959-95.4% | $6,913-97.4% | $4,888-96.3% |