Filed February 11, 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.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,446 | $48,076-80.4% | $78,689-88.0% | $62,891-85.0% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 2.10% | 31.35%-29.3pp | 62.18%-60.1pp | 20.14%-18.0pp |
| Employer contribution / active EE | $347 | $2,015-82.8% | $2,851-87.8% | $2,281-84.8% |
| Participant deferral / active EE | $1,539 | $2,588-40.5% | $3,517-56.2% | $3,203-51.9% |
| Admin fee / account holder | $222 | $3,207-93.1% | $4,510-95.1% | $4,296-94.8% |