Filed June 1, 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 3-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 | $26,664 | $73,515-63.7% | $62,995-57.7% | $147,584-81.9% |
| Participation rate | 38.1% | 77.9%-39.8pp | 74.8%-36.7pp | 82.8%-44.7pp |
| Annual return | 35.84% | 175.43%-139.6pp | 87.57%-51.7pp | 578.55%-542.7pp |
| Employer contribution / active EE | $0 | $3,320-100.0% | $2,759-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,430 | $4,185-65.8% | $3,329-57.0% | $5,439-73.7% |
| Admin fee / account holder | $45 | $5,953-99.2% | $3,600-98.8% | $10,885-99.6% |