Filed October 30, 2015 (most recent of 2 filings on file)
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 | $30,612 | $85,202-64.1% | $172,739-82.3% | $72,985-58.1% |
| Participation rate | 44.4% | 70.1%-25.6pp | 82.6%-38.2pp | 69.5%-25.0pp |
| Annual return | 4.02% | 27.32%-23.3pp | 802.84%-798.8pp | 81.00%-77.0pp |
| Employer contribution / active EE | $689 | $3,324-79.3% | $5,143-86.6% | $2,440-71.8% |
| Participant deferral / active EE | $1,913 | $3,260-41.3% | $5,198-63.2% | $3,607-47.0% |
| Admin fee / account holder | $243 | $5,884-95.9% | $13,954-98.3% | $5,124-95.3% |