Filed November 6, 2009 (most recent of 2 filings on file)
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,890 | $51,708-88.6% | $106,619-94.5% | $62,891-90.6% |
| Participation rate | 41.0% | 66.9%-25.9pp | 78.0%-37.0pp | 69.3%-28.3pp |
| Annual return | 14.55% | 4.69%+9.9pp | 9.42%+5.1pp | 20.14%-5.6pp |
| Employer contribution / active EE | $402 | $1,764-77.2% | $3,947-89.8% | $2,281-82.4% |
| Participant deferral / active EE | $1,479 | $2,315-36.1% | $3,930-62.4% | $3,203-53.8% |
| Admin fee / account holder | $76 | $3,349-97.7% | $6,418-98.8% | $4,296-98.2% |