Filed September 16, 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.
Employer 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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,595 | $86,897-87.8% | $151,611-93.0% | $64,808-83.7% |
| Participation rate | 99.2% | 87.3%+12.0pp | 87.5%+11.7pp | 71.5%+27.8pp |
| Annual return | -11.56% | -3.57%-8.0pp | 3.33%-14.9pp | 32.82%-44.4pp |
| Employer contribution / active EE | $385 | $4,010-90.4% | $6,166-93.8% | $2,506-84.6% |
| Participant deferral / active EE | $0 | $6,690-100.0% | $8,363-100.0% | $4,310-100.0% |
| Admin fee / account holder | $0 | $153-99.9% | $11,616-100.0% | $188-99.9% |