Filed September 27, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,437 | $183,592-90.5% | $155,567-88.8% | $145,959-88.1% |
| Participation rate | 61.1% | 82.7%-21.6pp | 78.2%-17.1pp | 80.3%-19.2pp |
| Annual return | 11.40% | 61.24%-49.8pp | 64.74%-53.3pp | 561.95%-550.5pp |
| Employer contribution / active EE | $318 | $5,315-94.0% | $4,674-93.2% | $4,661-93.2% |
| Participant deferral / active EE | $891 | $6,464-86.2% | $5,628-84.2% | $6,689-86.7% |
| Admin fee / account holder | $9 | $19,318-100.0% | $15,916-99.9% | $13,398-99.9% |