Filed November 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.
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 | $22,917 | $53,777-57.4% | $134,143-82.9% | $79,858-71.3% |
| Participation rate | 50.7% | 58.8%-8.0pp | 72.2%-21.4pp | 69.6%-18.9pp |
| Annual return | -70.37% | 19.01%-89.4pp | 36.33%-106.7pp | 31.71%-102.1pp |
| Employer contribution / active EE | $90 | $1,321-93.2% | $3,704-97.6% | $2,471-96.4% |
| Participant deferral / active EE | $1,402 | $2,420-42.1% | $3,499-59.9% | $3,740-62.5% |
| Admin fee / account holder | $201 | $3,984-94.9% | $6,684-97.0% | $5,306-96.2% |