Filed May 27, 2012
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 9-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 | $14,930 | $84,233-82.3% | $170,442-91.2% | $70,131-78.7% |
| Participation rate | 34.8% | 70.8%-36.0pp | 83.6%-48.8pp | 69.5%-34.8pp |
| Annual return | 0.00% | 23.06%-23.1pp | 205.93%-205.9pp | 73.14%-73.1pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,433-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,039 | $3,086-66.3% | $4,939-79.0% | $3,332-68.8% |
| Admin fee / account holder | $47 | $5,698-99.2% | $13,880-99.7% | $4,645-99.0% |