Filed January 11, 2013
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 | $63,686 | $65,703-3.1% | $94,224-32.4% | $59,632+6.8% |
| Participation rate | 17.9% | 72.1%-54.2pp | 78.8%-60.8pp | 68.7%-50.7pp |
| Annual return | -2.21% | 5.22%-7.4pp | 10.68%-12.9pp | 2041.28%-2043.5pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $3,587-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,005 | $3,143-68.0% | $4,320-76.7% | $3,192-68.5% |
| Admin fee / account holder | $161 | $4,264-96.2% | $6,269-97.4% | $4,297-96.3% |