Filed July 31, 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 | $12,441 | $144,119-91.4% | $117,854-89.4% | $147,584-91.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 31.50% | 531.15%-499.6pp | 335.08%-303.6pp | 578.55%-547.0pp |
| Employer contribution / active EE | $2,686 | $4,896-45.1% | $3,786-29.1% | $4,876-44.9% |
| Participant deferral / active EE | $7,112 | $5,316+33.8% | $4,482+58.7% | $5,439+30.8% |
| Admin fee / account holder | $31 | $10,886-99.7% | $8,020-99.6% | $10,885-99.7% |