Filed October 22, 2008
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,037 | $87,841-62.4% | $133,980-75.3% | $62,891-47.5% |
| Participation rate | 58.5% | 83.4%-24.8pp | 87.1%-28.5pp | 69.3%-10.8pp |
| Annual return | 7.39% | 12.05%-4.7pp | 29.30%-21.9pp | 20.14%-12.8pp |
| Employer contribution / active EE | $362 | $3,483-89.6% | $5,211-93.1% | $2,281-84.2% |
| Participant deferral / active EE | $2,201 | $4,812-54.3% | $6,282-65.0% | $3,203-31.3% |
| Admin fee / account holder | $126 | $5,371-97.7% | $9,324-98.7% | $4,296-97.1% |