Filed March 13, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,016 | $45,073-37.8% | $69,455-59.7% | $72,985-61.6% |
| Participation rate | 8.0% | 68.5%-60.5pp | 74.6%-66.6pp | 69.5%-61.5pp |
| Annual return | 24.61% | 22.65%+2.0pp | 28.97%-4.4pp | 81.00%-56.4pp |
| Employer contribution / active EE | $0 | $2,054-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $249 | $2,602-90.4% | $3,535-93.0% | $3,607-93.1% |
| Admin fee / account holder | $115 | $3,056-96.2% | $3,839-97.0% | $5,124-97.7% |