Filed November 3, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,821 | $95,416-30.0% | $185,823-64.0% | $85,850-22.2% |
| Participation rate | 35.6% | 68.8%-33.2pp | 81.7%-46.1pp | 69.3%-33.7pp |
| Annual return | 10.35% | 23.59%-13.2pp | 122.05%-111.7pp | 318.53%-308.2pp |
| Employer contribution / active EE | $296 | $3,314-91.1% | $5,167-94.3% | $2,565-88.5% |
| Participant deferral / active EE | $2,954 | $3,423-13.7% | $5,568-46.9% | $3,952-25.3% |
| Admin fee / account holder | $283 | $7,213-96.1% | $16,237-98.3% | $6,260-95.5% |