Filed August 28, 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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,557 | $51,576-27.2% | $129,207-70.9% | $80,856-53.6% |
| Participation rate | 46.3% | 57.0%-10.6pp | 69.6%-23.3pp | 67.6%-21.3pp |
| Annual return | 8.93% | 20.81%-11.9pp | 9417.33%-9408.4pp | 35.59%-26.7pp |
| Employer contribution / active EE | $1,569 | $1,584-0.9% | $4,153-62.2% | $2,755-43.0% |
| Participant deferral / active EE | $2,489 | $2,669-6.7% | $4,168-40.3% | $4,296-42.1% |
| Admin fee / account holder | $88 | $4,305-98.0% | $7,715-98.9% | $6,918-98.7% |