Filed April 2, 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,697 | $77,634-81.1% | $156,549-90.6% | $62,891-76.6% |
| Participation rate | 53.7% | 71.2%-17.5pp | 84.0%-30.4pp | 69.3%-15.6pp |
| Annual return | 11.74% | 50.32%-38.6pp | 32.23%-20.5pp | 20.14%-8.4pp |
| Employer contribution / active EE | $1,157 | $3,444-66.4% | $5,501-79.0% | $2,281-49.3% |
| Participant deferral / active EE | $2,693 | $3,045-11.6% | $4,871-44.7% | $3,203-15.9% |
| Admin fee / account holder | $0 | $5,561-100.0% | $13,027-100.0% | $4,296-100.0% |