Filed October 26, 2011
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,256 | $94,529-47.9% | $140,016-64.8% | $64,186-23.3% |
| Participation rate | 58.8% | 84.1%-25.3pp | 87.5%-28.7pp | 69.6%-10.7pp |
| Annual return | -7.01% | 7.77%-14.8pp | 651.12%-658.1pp | 7.63%-14.6pp |
| Employer contribution / active EE | $1,478 | $3,812-61.2% | $5,606-73.6% | $2,381-37.9% |
| Participant deferral / active EE | $1,562 | $5,250-70.2% | $6,927-77.4% | $3,470-55.0% |
| Admin fee / account holder | $49 | $6,741-99.3% | $10,705-99.5% | $4,888-99.0% |