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 | $66,566 | $72,277-7.9% | $101,248-34.3% | $79,858-16.6% |
| Participation rate | 59.3% | 68.5%-9.2pp | 75.8%-16.5pp | 69.6%-10.4pp |
| Annual return | 18.58% | 22.30%-3.7pp | 46.47%-27.9pp | 31.71%-13.1pp |
| Employer contribution / active EE | $1,685 | $2,692-37.4% | $3,660-54.0% | $2,471-31.8% |
| Participant deferral / active EE | $3,893 | $3,282+18.6% | $4,370-10.9% | $3,740+4.1% |
| Admin fee / account holder | $158 | $4,400-96.4% | $5,945-97.3% | $5,306-97.0% |