Filed February 5, 2010 (most recent of 2 filings on file)
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 9-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.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,277 | $60,165-8.1% | $74,183-25.5% | $55,167+0.2% |
| Participation rate | 45.0% | 74.2%-29.1pp | 76.6%-31.6pp | 69.0%-24.0pp |
| Annual return | 5.46% | 10.00%-4.5pp | 17.74%-12.3pp | 169.23%-163.8pp |
| Employer contribution / active EE | $0 | $1,600-100.0% | $2,370-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,991 | $2,973-33.0% | $3,550-43.9% | $3,054-34.8% |
| Admin fee / account holder | $37 | $419-91.2% | $5,586-99.3% | $504-92.7% |