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 | $60,279 | $69,763-13.6% | $67,502-10.7% | $74,495-19.1% |
| Participation rate | 69.3% | 71.4%-2.1pp | 72.9%-3.6pp | 67.2%+2.1pp |
| Annual return | 14.72% | -40.34%+55.1pp | 3512.12%-3497.4pp | 1364.94%-1350.2pp |
| Employer contribution / active EE | $1,458 | $2,704-46.1% | $2,731-46.6% | $2,623-44.4% |
| Participant deferral / active EE | $2,270 | $3,636-37.6% | $4,000-43.2% | $4,346-47.8% |
| Admin fee / account holder | $2 | $896-99.8% | $3,998-100.0% | $1,942-99.9% |