Filed June 26, 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 8-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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,815 | $56,897-5.4% | $84,750-36.5% | $62,891-14.4% |
| Participation rate | 63.6% | 68.5%-4.9pp | 76.6%-13.0pp | 69.3%-5.7pp |
| Annual return | 7.72% | 6.30%+1.4pp | 22.78%-15.1pp | 20.14%-12.4pp |
| Employer contribution / active EE | $244 | $2,400-89.8% | $3,574-93.2% | $2,281-89.3% |
| Participant deferral / active EE | $1,836 | $2,709-32.2% | $3,712-50.5% | $3,203-42.7% |
| Admin fee / account holder | $56 | $3,581-98.4% | $5,332-99.0% | $4,296-98.7% |