Filed December 27, 2011
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,443 | $72,400+74.6% | $67,502+87.3% | $145,922-13.3% |
| Participation rate | 44.4% | 76.9%-32.4pp | 72.9%-28.4pp | 80.3%-35.8pp |
| Annual return | 9.88% | 7182.46%-7172.6pp | 3512.12%-3502.2pp | 561.29%-551.4pp |
| Employer contribution / active EE | $0 | $3,069-100.0% | $2,731-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $8,500 | $4,783+77.7% | $4,000+112.5% | $6,688+27.1% |
| Admin fee / account holder | $115 | $5,539-97.9% | $3,998-97.1% | $13,397-99.1% |