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.
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,436 | $65,908-75.1% | $81,812-79.9% | $77,643-78.8% |
| Participation rate | 48.5% | 65.8%-17.3pp | 72.3%-23.9pp | 70.6%-22.1pp |
| Annual return | 13.55% | 26.64%-13.1pp | 773.79%-760.2pp | 31.24%-17.7pp |
| Employer contribution / active EE | $672 | $2,370-71.6% | $2,912-76.9% | $2,726-75.3% |
| Participant deferral / active EE | $881 | $3,505-74.9% | $4,319-79.6% | $4,647-81.0% |
| Admin fee / account holder | $13 | $526-97.6% | $7,386-99.8% | $430-97.0% |