Filed December 31, 2010
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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,812 | $52,681-43.4% | $75,781-60.7% | $59,632-50.0% |
| Participation rate | 17.1% | 67.2%-50.1pp | 75.8%-58.7pp | 68.7%-51.5pp |
| Annual return | -7.62% | 2.95%-10.6pp | 9.68%-17.3pp | 2041.28%-2048.9pp |
| Employer contribution / active EE | $643 | $2,193-70.7% | $3,323-80.7% | $2,203-70.8% |
| Participant deferral / active EE | $0 | $2,591-100.0% | $3,651-100.0% | $3,192-100.0% |
| Admin fee / account holder | $0 | $3,610-100.0% | $5,299-100.0% | $4,297-100.0% |