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 | $25,841 | $91,190-71.7% | $178,490-85.5% | $79,858-67.6% |
| Participation rate | 25.3% | 69.2%-43.9pp | 81.9%-56.6pp | 69.6%-44.3pp |
| Annual return | 16.84% | 24.19%-7.3pp | 151.07%-134.2pp | 31.71%-14.9pp |
| Employer contribution / active EE | $887 | $3,256-72.7% | $5,011-82.3% | $2,471-64.1% |
| Participant deferral / active EE | $0 | $3,236-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $80 | $6,751-98.8% | $13,984-99.4% | $5,306-98.5% |