Filed August 12, 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 7-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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,589 | $154,117-77.6% | $129,995-73.4% | $139,434-75.2% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.5%-28.5pp | 80.3%-30.3pp |
| Annual return | 23.25% | 32.48%-9.2pp | -137.18%+160.4pp | 372.94%-349.7pp |
| Employer contribution / active EE | $1,714 | $5,289-67.6% | $4,320-60.3% | $4,751-63.9% |
| Participant deferral / active EE | $2,298 | $6,710-65.7% | $5,820-60.5% | $6,710-65.7% |
| Admin fee / account holder | $20 | $14,007-99.9% | $10,614-99.8% | $11,403-99.8% |