Filed June 8, 2009
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,279 | $46,869-61.0% | $122,332-85.1% | $70,131-73.9% |
| Participation rate | 60.6% | 58.2%+2.4pp | 71.6%-11.0pp | 69.5%-8.9pp |
| Annual return | 14.48% | 24.22%-9.7pp | 30.27%-15.8pp | 73.14%-58.7pp |
| Employer contribution / active EE | $228 | $1,288-82.3% | $4,050-94.4% | $2,342-90.3% |
| Participant deferral / active EE | $966 | $2,166-55.4% | $3,287-70.6% | $3,332-71.0% |
| Admin fee / account holder | $300 | $3,322-91.0% | $5,478-94.5% | $4,645-93.6% |