Filed July 20, 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.
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.
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 | $135,726 | $96,458+40.7% | $136,294-0.4% | $77,958+74.1% |
| Participation rate | 39.1% | 75.4%-36.3pp | 81.9%-42.8pp | 71.6%-32.5pp |
| Annual return | 16.31% | 23.78%-7.5pp | 5155.94%-5139.6pp | 20.87%-4.6pp |
| Employer contribution / active EE | $0 | $3,144-100.0% | $4,695-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $2,134 | $5,902-63.8% | $6,247-65.8% | $3,537-39.6% |
| Admin fee / account holder | $0 | $80-100.0% | $9,243-100.0% | $97-100.0% |