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 | $25,556 | $59,535-57.1% | $90,160-71.7% | $62,292-59.0% |
| Participation rate | 67.0% | 73.0%-6.1pp | 76.9%-9.9pp | 69.5%-2.6pp |
| Annual return | 38.06% | 23.53%+14.5pp | 34.88%+3.2pp | 28.90%+9.2pp |
| Employer contribution / active EE | $0 | $1,826-100.0% | $3,318-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $5,978 | $4,639+28.9% | $5,288+13.0% | $3,169+88.6% |
| Admin fee / account holder | $4 | $337-98.9% | $5,943-99.9% | $479-99.2% |