Filed September 29, 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.
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 | $39,288 | $153,772-74.5% | $133,980-70.7% | $273,961-85.7% |
| Participation rate | 63.6% | 88.4%-24.7pp | 87.1%-23.4pp | 83.0%-19.4pp |
| Annual return | 7.95% | 36.51%-28.6pp | 29.30%-21.4pp | 41.45%-33.5pp |
| Employer contribution / active EE | $634 | $6,029-89.5% | $5,211-87.8% | $4,869-87.0% |
| Participant deferral / active EE | $1,317 | $6,958-81.1% | $6,282-79.0% | $5,287-75.1% |
| Admin fee / account holder | $146 | $11,765-98.8% | $9,324-98.4% | $10,132-98.6% |