Filed October 9, 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 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,231 | $49,227+91.4% | $70,449+33.8% | $79,858+18.0% |
| Participation rate | 19.4% | 69.2%-49.7pp | 75.1%-55.6pp | 69.6%-50.2pp |
| Annual return | 14.63% | 30.06%-15.4pp | 109.03%-94.4pp | 31.71%-17.1pp |
| Employer contribution / active EE | $0 | $2,099-100.0% | $2,737-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,709 | $2,768+34.0% | $3,7090% | $3,740-0.8% |
| Admin fee / account holder | $208 | $2,878-92.8% | $3,845-94.6% | $5,306-96.1% |