Filed November 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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $13,501 | $52,208-74.1% | $86,612-84.4% | $74,419-81.9% |
| Participation rate | 50.6% | 66.3%-15.7pp | 71.7%-21.1pp | 70.7%-20.1pp |
| Annual return | 16.94% | 44.46%-27.5pp | 591.07%-574.1pp | 34.38%-17.4pp |
| Employer contribution / active EE | $757 | $2,282-66.8% | $3,022-74.9% | $2,637-71.3% |
| Participant deferral / active EE | $937 | $3,383-72.3% | $4,438-78.9% | $4,528-79.3% |
| Admin fee / account holder | $13 | $319-95.9% | $5,614-99.8% | $348-96.2% |