Filed February 8, 2011
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 7-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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,423 | $49,227-64.6% | $70,449-75.3% | $79,858-78.2% |
| Participation rate | 67.3% | 69.2%-1.9pp | 75.1%-7.7pp | 69.6%-2.3pp |
| Annual return | 0.00% | 30.06%-30.1pp | 109.03%-109.0pp | 31.71%-31.7pp |
| Employer contribution / active EE | $3,306 | $2,099+57.5% | $2,737+20.8% | $2,471+33.8% |
| Participant deferral / active EE | $738 | $2,768-73.3% | $3,709-80.1% | $3,740-80.3% |
| Admin fee / account holder | $58 | $2,878-98.0% | $3,845-98.5% | $5,306-98.9% |