Filed March 18, 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 8-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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $337,672 | $65,365+416.6% | $92,893+263.5% | $72,985+362.7% |
| Participation rate | 0.0% | 68.3%-68.3pp | 76.0%-76.0pp | 69.5%-69.5pp |
| Annual return | 0.30% | 42.10%-41.8pp | 109.41%-109.1pp | 81.00%-80.7pp |
| Employer contribution / active EE | $22,959 | $2,594+785.0% | $3,653+528.6% | $2,440+841.0% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,236-100.0% | $3,607-100.0% |
| Admin fee / account holder | $0 | $4,251-100.0% | $5,794-100.0% | $5,124-100.0% |