Filed August 20, 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 5-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.
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 | $1,809 | $59,186-96.9% | $76,768-97.6% | $56,287-96.8% |
| Participation rate | 40.9% | 75.2%-34.3pp | 77.0%-36.0pp | 69.9%-28.9pp |
| Annual return | 0.00% | 6.62%-6.6pp | 2.43%-2.4pp | -9.96%+10.0pp |
| Employer contribution / active EE | $562 | $1,759-68.1% | $2,485-77.4% | $2,111-73.4% |
| Participant deferral / active EE | $126 | $3,255-96.1% | $3,852-96.7% | $3,350-96.2% |
| Admin fee / account holder | $0 | $489-100.0% | $6,675-100.0% | $521-100.0% |