Filed May 15, 2013
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 9-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 | $227,847 | $57,354+297.3% | $83,848+171.7% | $64,186+255.0% |
| Participation rate | 68.9% | 68.6%+0.3pp | 76.1%-7.3pp | 69.6%-0.7pp |
| Annual return | -4.48% | 11.38%-15.9pp | 850.88%-855.4pp | 7.63%-12.1pp |
| Employer contribution / active EE | $1,700 | $2,545-33.2% | $3,631-53.2% | $2,381-28.6% |
| Participant deferral / active EE | $3,692 | $2,993+23.4% | $4,082-9.5% | $3,470+6.4% |
| Admin fee / account holder | $226 | $4,046-94.4% | $5,478-95.9% | $4,888-95.4% |