Filed October 21, 2008
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 5-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 | $17,473 | $201,272-91.3% | $184,203-90.5% | $145,922-88.0% |
| Participation rate | 40.9% | 87.5%-46.6pp | 86.8%-45.9pp | 80.3%-39.4pp |
| Annual return | 15.37% | 29.00%-13.6pp | 28.81%-13.4pp | 561.29%-545.9pp |
| Employer contribution / active EE | $0 | $7,022-100.0% | $6,427-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $1,868 | $9,806-81.0% | $9,131-79.5% | $6,688-72.1% |
| Admin fee / account holder | $235 | $16,364-98.6% | $13,901-98.3% | $13,397-98.2% |