Filed January 2, 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 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.
Employer 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,520 | $39,798-76.1% | $67,711-85.9% | $59,632-84.0% |
| Participation rate | 43.5% | 57.4%-13.8pp | 67.5%-24.0pp | 68.7%-25.1pp |
| Annual return | -1.70% | 89.94%-91.6pp | 25.41%-27.1pp | 2041.28%-2043.0pp |
| Employer contribution / active EE | $0 | $1,393-100.0% | $2,559-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,005 | $2,335-57.0% | $3,585-72.0% | $3,192-68.5% |
| Admin fee / account holder | $88 | $3,212-97.2% | $4,255-97.9% | $4,297-97.9% |