Filed July 27, 2011 (most recent of 5 filings on file)
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 | $0 | $525,611-100.0% | $411,071-100.0% | $525,611-100.0% |
| Participation rate | 0.0% | 87.0%-87.0pp | 50.0%-50.0pp | 87.0%-87.0pp |
| Annual return | 0.00% | 8.71%-8.7pp | 0.00%0pp | 8.71%-8.7pp |
| Employer contribution / active EE | $0 | $21,932-100.0% | $16,500-100.0% | $21,932-100.0% |
| Participant deferral / active EE | $0 | $5,987-100.0% | $33,000-100.0% | $5,987-100.0% |
| Admin fee / account holder | $0 | $41,812-100.0% | - | $41,812-100.0% |