Filed October 26, 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 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 | $48,666 | $65,365-25.5% | $92,893-47.6% | $72,985-33.3% |
| Participation rate | 53.3% | 68.3%-15.0pp | 76.0%-22.7pp | 69.5%-16.2pp |
| Annual return | 24.47% | 42.10%-17.6pp | 109.41%-84.9pp | 81.00%-56.5pp |
| Employer contribution / active EE | $1,449 | $2,594-44.1% | $3,653-60.3% | $2,440-40.6% |
| Participant deferral / active EE | $3,375 | $3,128+7.9% | $4,236-20.3% | $3,607-6.5% |
| Admin fee / account holder | $0 | $4,251-100.0% | $5,794-100.0% | $5,124-100.0% |