Filed July 18, 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 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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,333 | $77,145+91.0% | $108,410+35.9% | $85,850+71.6% |
| Participation rate | 57.6% | 74.7%-17.1pp | 80.1%-22.6pp | 69.3%-11.7pp |
| Annual return | 0.00% | 44.54%-44.5pp | 905.27%-905.3pp | 318.53%-318.5pp |
| Employer contribution / active EE | $16,224 | $2,379+581.9% | $3,558+355.9% | $2,565+532.5% |
| Participant deferral / active EE | $0 | $5,566-100.0% | $6,563-100.0% | $3,952-100.0% |
| Admin fee / account holder | $0 | $5,172-100.0% | $7,295-100.0% | $6,260-100.0% |