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 | $54,085 | $36,767+47.1% | $81,478-33.6% | $62,292-13.2% |
| Participation rate | 57.7% | 54.4%+3.2pp | 68.0%-10.3pp | 69.5%-11.8pp |
| Annual return | 21.03% | 173.80%-152.8pp | 38.78%-17.8pp | 28.90%-7.9pp |
| Employer contribution / active EE | $854 | $1,128-24.4% | $2,568-66.8% | $2,042-58.2% |
| Participant deferral / active EE | $2,405 | $2,111+14.0% | $3,537-32.0% | $3,169-24.1% |
| Admin fee / account holder | $29 | $797-96.4% | $4,561-99.4% | $479-94.0% |