Filed June 12, 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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,780 | $60,165-75.4% | $74,183-80.1% | $55,167-73.2% |
| Participation rate | 61.2% | 74.2%-13.0pp | 76.6%-15.4pp | 69.0%-7.8pp |
| Annual return | 10.07% | 10.00%+0.1pp | 17.74%-7.7pp | 169.23%-159.2pp |
| Employer contribution / active EE | $842 | $1,600-47.3% | $2,370-64.5% | $1,963-57.1% |
| Participant deferral / active EE | $1,043 | $2,973-64.9% | $3,550-70.6% | $3,054-65.8% |
| Admin fee / account holder | $137 | $419-67.3% | $5,586-97.5% | $504-72.8% |