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.
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 | $11,129 | $46,732-76.2% | $156,549-92.9% | $55,167-79.8% |
| Participation rate | 57.3% | 65.8%-8.5pp | 84.0%-26.7pp | 69.0%-11.7pp |
| Annual return | 17.80% | 17.72%+0.1pp | 32.23%-14.4pp | 169.23%-151.4pp |
| Employer contribution / active EE | $345 | $2,105-83.6% | $5,501-93.7% | $1,963-82.4% |
| Participant deferral / active EE | $2,410 | $2,204+9.3% | $4,871-50.5% | $3,054-21.1% |
| Admin fee / account holder | $276 | $418-34.1% | $13,027-97.9% | $504-45.3% |