Filed August 31, 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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,629 | $78,422+29.6% | $95,952+5.9% | $79,858+27.3% |
| Participation rate | 66.7% | 73.5%-6.8pp | 77.1%-10.4pp | 69.6%-3.0pp |
| Annual return | 8.83% | 19.37%-10.5pp | 91.61%-82.8pp | 31.71%-22.9pp |
| Employer contribution / active EE | $1,541 | $1,945-20.8% | $2,541-39.3% | $2,471-37.6% |
| Participant deferral / active EE | $3,739 | $3,440+8.7% | $4,167-10.3% | $3,7400% |
| Admin fee / account holder | $63 | $5,622-98.9% | $6,795-99.1% | $5,306-98.8% |