Filed December 30, 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 6-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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,783 | $69,362-77.2% | $101,248-84.4% | $73,488-78.5% |
| Participation rate | 63.2% | 68.4%-5.2pp | 75.8%-12.6pp | 70.7%-7.5pp |
| Annual return | 110.85% | 18.46%+92.4pp | 46.47%+64.4pp | 28.51%+82.3pp |
| Employer contribution / active EE | $3,551 | $2,628+35.1% | $3,660-3.0% | $2,270+56.4% |
| Participant deferral / active EE | $2,119 | $3,300-35.8% | $4,370-51.5% | $3,740-43.3% |
| Admin fee / account holder | $0 | $704-100.0% | $5,945-100.0% | $513-100.0% |