Filed October 22, 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.
See 1 actuary disclosure. $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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $102,597-100.0% | $75,924-100.0% | $254,510-100.0% |
| Participation rate | 0.0% | 58.9%-58.9pp | 52.9%-52.9pp | 43.0%-43.0pp |
| Annual return | 3.98% | 5.74%-1.8pp | 6.78%-2.8pp | 259.13%-255.2pp |
| Employer contribution / active EE | $0 | $36,770-100.0% | $28,542-100.0% | $41,469-100.0% |
| Participant deferral / active EE | $0 | $558-100.0% | $763-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $595-100.0% | $1,754-100.0% | $21,546-100.0% |