Filed January 22, 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.
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 | $29,741 | $56,357-47.2% | $104,294-71.5% | $68,494-56.6% |
| Participation rate | 24.1% | 63.3%-39.1pp | 73.3%-49.1pp | 67.9%-43.8pp |
| Annual return | -19.00% | -9.19%-9.8pp | 24.61%-43.6pp | -7.84%-11.2pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $3,372-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $603 | $3,077-80.4% | $4,625-87.0% | $4,027-85.0% |
| Admin fee / account holder | $13 | $4,903-99.7% | $7,339-99.8% | $5,403-99.8% |