Filed December 23, 2012
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,749 | $100,041-14.3% | $149,718-42.7% | $70,131+22.3% |
| Participation rate | 42.9% | 83.6%-40.7pp | 87.1%-44.2pp | 69.5%-26.7pp |
| Annual return | 16.08% | 27.43%-11.3pp | 1501.63%-1485.5pp | 73.14%-57.1pp |
| Employer contribution / active EE | $604 | $3,662-83.5% | $5,445-88.9% | $2,342-74.2% |
| Participant deferral / active EE | $1,894 | $4,983-62.0% | $6,569-71.2% | $3,332-43.2% |
| Admin fee / account holder | $111 | $8,286-98.7% | $11,283-99.0% | $4,645-97.6% |