Filed December 27, 2010 (most recent of 2 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 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,693 | $125,758-65.3% | $169,993-74.3% | $75,163-41.9% |
| Participation rate | 61.3% | 83.6%-22.3pp | 87.0%-25.7pp | 67.2%-5.9pp |
| Annual return | 18.39% | 27.20%-8.8pp | 53.37%-35.0pp | 160.62%-142.2pp |
| Employer contribution / active EE | $1,229 | $4,615-73.4% | $6,785-81.9% | $2,670-54.0% |
| Participant deferral / active EE | $2,543 | $6,837-62.8% | $10,408-75.6% | $4,125-38.4% |
| Admin fee / account holder | $73 | $8,173-99.1% | $12,815-99.4% | $5,651-98.7% |