Filed July 1, 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 9-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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,810 | $56,277-54.1% | $80,975-68.1% | $62,891-59.0% |
| Participation rate | 49.3% | 69.0%-19.7pp | 75.8%-26.5pp | 69.3%-20.0pp |
| Annual return | 21.54% | 22.12%-0.6pp | 17.10%+4.4pp | 20.14%+1.4pp |
| Employer contribution / active EE | $0 | $1,943-100.0% | $3,714-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,792 | $4,195+14.2% | $5,696-15.9% | $3,203+49.6% |
| Admin fee / account holder | $1 | $3,741-100.0% | $5,516-100.0% | $4,296-100.0% |