Filed January 22, 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 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 | $75,364 | $152,509-50.6% | $117,472-35.8% | $134,475-44.0% |
| Participation rate | 62.5% | 77.1%-14.6pp | 70.6%-8.1pp | 81.2%-18.7pp |
| Annual return | -15.97% | 52.99%-69.0pp | 29.74%-45.7pp | 417.96%-433.9pp |
| Employer contribution / active EE | $2,286 | $5,571-59.0% | $4,176-45.3% | $4,740-51.8% |
| Participant deferral / active EE | $5,717 | $4,818+18.7% | $4,070+40.5% | $6,400-10.7% |
| Admin fee / account holder | $0 | $7,004-100.0% | $5,645-100.0% | $11,426-100.0% |