Filed August 3, 2012
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 5-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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,877 | $75,828-88.3% | $147,614-94.0% | $59,632-85.1% |
| Participation rate | 48.5% | 71.6%-23.1pp | 84.6%-36.2pp | 68.7%-20.2pp |
| Annual return | 18.64% | 0.37%+18.3pp | 61.98%-43.3pp | 2041.28%-2022.6pp |
| Employer contribution / active EE | $148 | $3,485-95.7% | $5,564-97.3% | $2,203-93.3% |
| Participant deferral / active EE | $1,467 | $3,130-53.1% | $4,895-70.0% | $3,192-54.0% |
| Admin fee / account holder | $1 | $5,985-100.0% | $11,611-100.0% | $4,297-100.0% |