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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,111 | $60,989-21.1% | $60,874-21.0% | $66,914-28.1% |
| Participation rate | 56.8% | 74.5%-17.7pp | 73.1%-16.3pp | 69.8%-13.0pp |
| Annual return | -15.19% | -9.60%-5.6pp | 16.90%-32.1pp | 1.58%-16.8pp |
| Employer contribution / active EE | $1,230 | $2,661-53.8% | $2,701-54.5% | $2,544-51.7% |
| Participant deferral / active EE | $1,780 | $3,615-50.8% | $3,817-53.4% | $4,237-58.0% |
| Admin fee / account holder | $1 | $338-99.6% | $3,224-100.0% | $593-99.8% |