Filed May 17, 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.
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,725 | $72,254-31.2% | $86,677-42.6% | $64,808-23.3% |
| Participation rate | 36.4% | 80.4%-44.0pp | 76.6%-40.2pp | 71.5%-35.1pp |
| Annual return | -13.67% | 392.42%-406.1pp | 35.91%-49.6pp | 32.82%-46.5pp |
| Employer contribution / active EE | $3,507 | $2,393+46.6% | $2,836+23.7% | $2,506+40.0% |
| Participant deferral / active EE | $1,384 | $4,658-70.3% | $4,656-70.3% | $4,310-67.9% |
| Admin fee / account holder | $126 | $174-27.5% | $7,493-98.3% | $188-32.9% |