Filed March 8, 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 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 | $31,219 | $171,865-81.8% | $149,718-79.1% | $147,584-78.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 14.87% | 2113.22%-2098.3pp | 1501.63%-1486.8pp | 578.55%-563.7pp |
| Employer contribution / active EE | $1,791 | $6,275-71.5% | $5,445-67.1% | $4,876-63.3% |
| Participant deferral / active EE | $2,031 | $7,271-72.1% | $6,569-69.1% | $5,439-62.7% |
| Admin fee / account holder | $65 | $13,799-99.5% | $11,283-99.4% | $10,885-99.4% |