Filed March 27, 2011
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.
Annual investment return 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,147 | $70,002-69.8% | $115,037-81.6% | $52,331-59.6% |
| Participation rate | 99.2% | 72.1%+27.1pp | 81.4%+17.8pp | 68.1%+31.1pp |
| Annual return | -5.32% | 4.04%-9.4pp | 26.14%-31.5pp | 4.54%-9.9pp |
| Employer contribution / active EE | $582 | $2,715-78.6% | $4,608-87.4% | $1,882-69.1% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $6,026-100.0% | $3,022-100.0% |
| Admin fee / account holder | $1 | $566-99.9% | $8,175-100.0% | $592-99.9% |