Filed September 20, 2013 (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 3-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.
Participant 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 | $7,559 | $47,126-84.0% | $149,673-94.9% | $74,419-89.8% |
| Participation rate | 14.4% | 63.4%-49.0pp | 78.8%-64.4pp | 70.7%-56.4pp |
| Annual return | 0.00% | 22.75%-22.8pp | 134.42%-134.4pp | 34.38%-34.4pp |
| Employer contribution / active EE | $0 | $1,905-100.0% | $4,818-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $545 | $2,728-80.0% | $5,680-90.4% | $4,528-88.0% |
| Admin fee / account holder | $39 | $343-88.6% | $13,210-99.7% | $348-88.7% |