Filed September 28, 2009
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 7-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 | $77,575 | $67,411+15.1% | $91,001-14.8% | $70,131+10.6% |
| Participation rate | 36.4% | 71.4%-35.0pp | 75.6%-39.2pp | 69.5%-33.2pp |
| Annual return | 23.03% | -40.16%+63.2pp | 4.60%+18.4pp | 73.14%-50.1pp |
| Employer contribution / active EE | $40 | $1,786-97.8% | $2,456-98.4% | $2,342-98.3% |
| Participant deferral / active EE | $603 | $2,823-78.6% | $3,547-83.0% | $3,332-81.9% |
| Admin fee / account holder | $295 | $4,236-93.0% | $5,417-94.6% | $4,645-93.6% |