Filed November 20, 2015
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,991 | $45,863-41.1% | $77,024-65.0% | $68,494-60.6% |
| Participation rate | 47.9% | 55.9%-8.0pp | 67.9%-20.0pp | 67.9%-20.0pp |
| Annual return | -23.45% | 1.72%-25.2pp | 42.32%-65.8pp | -7.84%-15.6pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,812-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,753 | $2,962-7.1% | $4,426-37.8% | $4,027-31.6% |
| Admin fee / account holder | $72 | $3,041-97.6% | $5,425-98.7% | $5,403-98.7% |