Filed February 7, 2012
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.
See 1 actuary disclosure. $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 | $284,260-100.0% | $284,260-100.0% | $418,949-100.0% |
| Participation rate | 0.0% | 25.8%-25.8pp | 17.2%-17.2pp | 35.7%-35.7pp |
| Annual return | 9.02% | 53.10%-44.1pp | 44.37%-35.4pp | 15.19%-6.2pp |
| Employer contribution / active EE | $22,159 | $40,936-45.9% | $36,004-38.5% | $34,877-36.5% |
| Participant deferral / active EE | $0 | $166-100.0% | $159-100.0% | $86-100.0% |
| Admin fee / account holder | $0 | $266,169-100.0% | $266,169-100.0% | $50,584-100.0% |