Filed July 24, 2009
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 4-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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,408 | $47,448-25.4% | $94,993-62.7% | $62,292-43.2% |
| Participation rate | 9.5% | 66.5%-57.0pp | 73.9%-64.4pp | 69.5%-60.0pp |
| Annual return | 12.53% | 22.64%-10.1pp | 27.12%-14.6pp | 28.90%-16.4pp |
| Employer contribution / active EE | $0 | $1,300-100.0% | $2,603-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $452 | $2,375-80.9% | $3,317-86.4% | $3,169-85.7% |
| Admin fee / account holder | $58 | $434-86.7% | $4,960-98.8% | $479-87.9% |