Filed July 2, 2008
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,391 | $29,369+3.5% | $77,482-60.8% | $73,409-58.6% |
| Participation rate | 15.1% | 37.9%-22.9pp | 54.2%-39.1pp | 72.2%-57.1pp |
| Annual return | 18.78% | 358.15%-339.4pp | 54.79%-36.0pp | 59.29%-40.5pp |
| Employer contribution / active EE | $105 | $406-74.1% | $986-89.4% | $2,234-95.3% |
| Participant deferral / active EE | $824 | $941-12.4% | $1,861-55.7% | $3,805-78.3% |
| Admin fee / account holder | $5 | $123-96.1% | $2,858-99.8% | $158-97.0% |