Filed January 23, 2015
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.
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,963 | $106,749+10.5% | $145,433-18.9% | $82,448+43.1% |
| Participation rate | 48.1% | 75.6%-27.5pp | 82.1%-34.0pp | 68.1%-19.9pp |
| Annual return | 12.16% | 27.59%-15.4pp | 66.58%-54.4pp | 41.64%-29.5pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,386 | $6,519-48.1% | $7,897-57.1% | $4,139-18.2% |
| Admin fee / account holder | $190 | $8,390-97.7% | $13,129-98.5% | $7,234-97.4% |