Filed April 21, 2010 (most recent of 3 filings on file)
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.
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 | $954 | $155,795-99.4% | $136,294-99.3% | $69,631-98.6% |
| Participation rate | 0.8% | 75.2%-74.5pp | 81.9%-81.2pp | 70.7%-69.9pp |
| Annual return | 0.00% | 232464.33%-232464.3pp | 5155.94%-5155.9pp | 27571.02%-27571.0pp |
| Employer contribution / active EE | $0 | $2,991-100.0% | $4,695-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $7 | $5,394-99.9% | $6,247-99.9% | $3,224-99.8% |
| Admin fee / account holder | $0 | $128-100.0% | $9,243-100.0% | $110-100.0% |