Filed September 10, 2009
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,995 | $150,440-48.2% | $136,294-42.8% | $147,584-47.2% |
| Participation rate | 68.2% | 84.4%-16.2pp | 81.9%-13.7pp | 82.8%-14.6pp |
| Annual return | 20.63% | 1049.08%-1028.5pp | 5155.94%-5135.3pp | 578.55%-557.9pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,695-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $5,659 | $6,630-14.7% | $6,247-9.4% | $5,439+4.0% |
| Admin fee / account holder | $266 | $10,905-97.6% | $9,243-97.1% | $10,885-97.6% |