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.
Participant contribution per participant 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 | $12,182 | $76,000-84.0% | $154,107-92.1% | $64,186-81.0% |
| Participation rate | 78.9% | 70.4%+8.5pp | 83.0%-4.1pp | 69.6%+9.4pp |
| Annual return | -7.28% | 30.32%-37.6pp | 735.12%-742.4pp | 7.63%-14.9pp |
| Employer contribution / active EE | $1,121 | $3,351-66.5% | $5,298-78.8% | $2,381-52.9% |
| Participant deferral / active EE | $667 | $3,175-79.0% | $5,081-86.9% | $3,470-80.8% |
| Admin fee / account holder | $220 | $5,596-96.1% | $13,411-98.4% | $4,888-95.5% |