Filed August 10, 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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,234 | $183,592-26.9% | $155,567-13.7% | $145,959-8.0% |
| Participation rate | 13.0% | 82.7%-69.6pp | 78.2%-65.2pp | 80.3%-67.2pp |
| Annual return | 3.41% | 61.24%-57.8pp | 64.74%-61.3pp | 561.95%-558.5pp |
| Employer contribution / active EE | $3,000 | $5,315-43.6% | $4,674-35.8% | $4,661-35.6% |
| Participant deferral / active EE | $0 | $6,464-100.0% | $5,628-100.0% | $6,689-100.0% |
| Admin fee / account holder | $160 | $19,318-99.2% | $15,916-99.0% | $13,398-98.8% |