Filed August 4, 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,134 | $74,706+50.1% | $75,696+48.1% | $79,386+41.3% |
| Participation rate | 46.5% | 75.3%-28.8pp | 74.8%-28.3pp | 70.7%-24.2pp |
| Annual return | 12.96% | 18.52%-5.6pp | 104.53%-91.6pp | 116.85%-103.9pp |
| Employer contribution / active EE | $2,381 | $2,590-8.0% | $2,743-13.2% | $2,427-1.9% |
| Participant deferral / active EE | $3,050 | $3,533-13.7% | $3,821-20.2% | $4,046-24.6% |
| Admin fee / account holder | $13 | $374-96.6% | $3,619-99.7% | $626-98.0% |