Filed August 5, 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 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,441 | $138,347-65.0% | $184,203-73.7% | $80,856-40.1% |
| Participation rate | 80.6% | 83.9%-3.3pp | 86.8%-6.3pp | 67.6%+12.9pp |
| Annual return | -20.63% | 20.02%-40.7pp | 28.81%-49.4pp | 35.59%-56.2pp |
| Employer contribution / active EE | $659 | $4,850-86.4% | $6,427-89.7% | $2,755-76.1% |
| Participant deferral / active EE | $0 | $7,071-100.0% | $9,131-100.0% | $4,296-100.0% |
| Admin fee / account holder | $0 | $10,483-100.0% | $13,901-100.0% | $6,918-100.0% |