Filed September 10, 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 6-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 | $6,958 | $72,012-90.3% | $185,823-96.3% | $79,858-91.3% |
| Participation rate | 66.1% | 65.8%+0.3pp | 78.0%-11.9pp | 69.6%-3.5pp |
| Annual return | 0.00% | 23.12%-23.1pp | 35.95%-36.0pp | 31.71%-31.7pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,087-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,657 | $3,779-56.1% | $5,632-70.6% | $3,740-55.7% |
| Admin fee / account holder | $0 | $4,513-100.0% | $9,500-100.0% | $5,306-100.0% |