Filed June 30, 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.
Employer 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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $397,898 | $244,740+62.6% | $206,214+93.0% | $357,791+11.2% |
| Participation rate | 80.0% | 84.9%-4.9pp | 82.4%-2.4pp | 85.6%-5.6pp |
| Annual return | 11.19% | -3.72%+14.9pp | -1.60%+12.8pp | 396.79%-385.6pp |
| Employer contribution / active EE | $19,733 | $7,019+181.1% | $5,967+230.7% | $7,508+162.8% |
| Participant deferral / active EE | $0 | $4,983-100.0% | $4,649-100.0% | $5,521-100.0% |
| Admin fee / account holder | $0 | $15,419-100.0% | $13,671-100.0% | $28,387-100.0% |