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 | $9,349 | $57,828-83.8% | $117,039-92.0% | $70,131-86.7% |
| Participation rate | 48.4% | 67.1%-18.8pp | 77.2%-28.8pp | 69.5%-21.2pp |
| Annual return | 19.50% | 17.55%+2.0pp | 18.95%+0.6pp | 73.14%-53.6pp |
| Employer contribution / active EE | $388 | $1,816-78.6% | $3,785-89.7% | $2,342-83.4% |
| Participant deferral / active EE | $1,397 | $2,438-42.7% | $3,929-64.5% | $3,332-58.1% |
| Admin fee / account holder | $24 | $3,548-99.3% | $5,974-99.6% | $4,645-99.5% |