Filed May 15, 2013 (most recent of 2 filings on file)
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.
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 | $13,857 | $60,323-77.0% | $81,812-83.1% | $74,495-81.4% |
| Participation rate | 35.6% | 62.9%-27.3pp | 72.3%-36.8pp | 67.2%-31.6pp |
| Annual return | 24.51% | 16.90%+7.6pp | 773.79%-749.3pp | 1364.94%-1340.4pp |
| Employer contribution / active EE | $440 | $2,620-83.2% | $2,912-84.9% | $2,623-83.2% |
| Participant deferral / active EE | $1,063 | $3,387-68.6% | $4,319-75.4% | $4,346-75.5% |
| Admin fee / account holder | $199 | $1,486-86.6% | $7,386-97.3% | $1,942-89.7% |