Filed March 23, 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 | $41,017 | $49,177-16.6% | $79,464-48.4% | $64,186-36.1% |
| Participation rate | 63.3% | 65.0%-1.7pp | 73.3%-10.0pp | 69.6%-6.2pp |
| Annual return | -6.77% | -1.16%-5.6pp | 718.14%-724.9pp | 7.63%-14.4pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,485 | $2,821+59.0% | $3,704+21.1% | $3,470+29.3% |
| Admin fee / account holder | $43 | $3,839-98.9% | $5,113-99.2% | $4,888-99.1% |