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 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,440 | $21,287+0.7% | - | $68,494-68.7% |
| Participation rate | 60.0% | 40.3%+19.7pp | - | 67.9%-7.9pp |
| Annual return | -9.43% | -16.24%+6.8pp | - | -7.84%-1.6pp |
| Employer contribution / active EE | $912 | $1,123-18.8% | - | $2,596-64.9% |
| Participant deferral / active EE | $1,529 | $1,533-0.3% | - | $4,027-62.0% |
| Admin fee / account holder | $272 | $2,220-87.7% | - | $5,403-95.0% |