Filed January 13, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $6,265 | $171,865-96.4% | $149,718-95.8% | $147,584-95.8% |
| Participation rate | 64.7% | 88.2%-23.5pp | 87.1%-22.4pp | 82.8%-18.1pp |
| Annual return | 15.04% | 2113.22%-2098.2pp | 1501.63%-1486.6pp | 578.55%-563.5pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,445-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $645 | $7,271-91.1% | $6,569-90.2% | $5,439-88.1% |
| Admin fee / account holder | $192 | $13,799-98.6% | $11,283-98.3% | $10,885-98.2% |