Filed December 27, 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.
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 | $10,091 | $65,685-84.6% | $57,179-82.4% | $273,961-96.3% |
| Participation rate | 87.5% | 78.3%+9.2pp | 75.3%+12.2pp | 83.0%+4.5pp |
| Annual return | 8.39% | 21.99%-13.6pp | 14.59%-6.2pp | 41.45%-33.1pp |
| Employer contribution / active EE | $605 | $3,279-81.5% | $2,682-77.4% | $4,869-87.6% |
| Participant deferral / active EE | $5,501 | $3,782+45.5% | $3,096+77.7% | $5,287+4.1% |
| Admin fee / account holder | $65 | $4,835-98.7% | $3,139-97.9% | $10,132-99.4% |