Filed June 3, 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,094 | $74,706-22.2% | $75,696-23.3% | $79,386-26.8% |
| Participation rate | 69.6% | 75.3%-5.8pp | 74.8%-5.2pp | 70.7%-1.1pp |
| Annual return | 14.28% | 18.52%-4.2pp | 104.53%-90.3pp | 116.85%-102.6pp |
| Employer contribution / active EE | $1,448 | $2,590-44.1% | $2,743-47.2% | $2,427-40.3% |
| Participant deferral / active EE | $1,851 | $3,533-47.6% | $3,821-51.6% | $4,046-54.2% |
| Admin fee / account holder | $4 | $374-98.9% | $3,619-99.9% | $626-99.3% |