Filed December 16, 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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,573 | $32,425+59.1% | $74,583-30.9% | $55,167-6.5% |
| Participation rate | 50.5% | 54.0%-3.5pp | 68.1%-17.6pp | 69.0%-18.5pp |
| Annual return | 11.26% | 10.63%+0.6pp | 20.47%-9.2pp | 169.23%-158.0pp |
| Employer contribution / active EE | $648 | $1,043-37.9% | $2,525-74.3% | $1,963-67.0% |
| Participant deferral / active EE | $1,805 | $1,995-9.5% | $3,458-47.8% | $3,054-40.9% |
| Admin fee / account holder | $4 | $748-99.5% | $4,138-99.9% | $504-99.2% |