Filed September 24, 2014 (most recent of 4 filings on file)
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,724 | $153,772-93.0% | $133,980-92.0% | $273,961-96.1% |
| Participation rate | 54.5% | 88.4%-33.8pp | 87.1%-32.5pp | 83.0%-28.5pp |
| Annual return | 16.70% | 36.51%-19.8pp | 29.30%-12.6pp | 41.45%-24.8pp |
| Employer contribution / active EE | $2,006 | $6,029-66.7% | $5,211-61.5% | $4,869-58.8% |
| Participant deferral / active EE | $2,197 | $6,958-68.4% | $6,282-65.0% | $5,287-58.4% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |