Filed January 19, 2015 (most recent of 2 filings on file)
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,977 | $27,827-10.2% | $65,255-61.7% | $71,457-65.0% |
| Participation rate | 0.0% | 57.6%-57.6pp | 65.0%-65.0pp | 67.9%-67.9pp |
| Annual return | 33.38% | 41.58%-8.2pp | 47.35%-14.0pp | 28.85%+4.5pp |
| Employer contribution / active EE | $8,573 | $1,405+510.2% | $1,691+406.9% | $2,588+231.3% |
| Participant deferral / active EE | $0 | $1,861-100.0% | $2,831-100.0% | $4,289-100.0% |
| Admin fee / account holder | $0 | $3,850-100.0% | $4,112-100.0% | $1,587-100.0% |