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 | $53,172 | $93,571-43.2% | $135,903-60.9% | $75,163-29.3% |
| Participation rate | 7.7% | 75.2%-67.5pp | 81.9%-74.2pp | 67.2%-59.5pp |
| Annual return | 16.51% | 30.90%-14.4pp | 68.23%-51.7pp | 160.62%-144.1pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,856-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $488 | $6,404-92.4% | $7,758-93.7% | $4,125-88.2% |
| Admin fee / account holder | $0 | $6,975-100.0% | $10,762-100.0% | $5,651-100.0% |