Filed December 17, 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,230 | $90,503-82.1% | $78,689-79.4% | $273,961-94.1% |
| Participation rate | 50.0% | 76.5%-26.5pp | 73.6%-23.6pp | 83.0%-33.0pp |
| Annual return | 14.70% | 75.60%-60.9pp | 62.18%-47.5pp | 41.45%-26.8pp |
| Employer contribution / active EE | $2,911 | $3,176-8.3% | $2,851+2.1% | $4,869-40.2% |
| Participant deferral / active EE | $3,743 | $3,901-4.1% | $3,517+6.4% | $5,287-29.2% |
| Admin fee / account holder | $20 | $5,263-99.6% | $4,510-99.6% | $10,132-99.8% |