Filed October 2, 2017
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,575 | $67,411+113.0% | $91,001+57.8% | $70,131+104.7% |
| Participation rate | 13.3% | 71.4%-58.0pp | 75.6%-62.3pp | 69.5%-56.2pp |
| Annual return | 12.74% | -40.16%+52.9pp | 4.60%+8.1pp | 73.14%-60.4pp |
| Employer contribution / active EE | $328 | $1,786-81.6% | $2,456-86.6% | $2,342-86.0% |
| Participant deferral / active EE | $565 | $2,823-80.0% | $3,547-84.1% | $3,332-83.0% |
| Admin fee / account holder | $0 | $4,236-100.0% | $5,417-100.0% | $4,645-100.0% |