Filed October 16, 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 | $0 | $95,388-100.0% | $125,339-100.0% | $77,904-100.0% |
| Participation rate | 0.0% | 78.6%-78.6pp | 82.4%-82.4pp | 73.7%-73.7pp |
| Annual return | -15.26% | 116.19%-131.5pp | 572.05%-587.3pp | 12.21%-27.5pp |
| Employer contribution / active EE | $8,528 | $3,666+132.6% | $4,814+77.2% | $2,848+199.5% |
| Participant deferral / active EE | $13,966 | $7,711+81.1% | $7,446+87.6% | $4,806+190.6% |
| Admin fee / account holder | $0 | $119-100.0% | $10,010-100.0% | $133-100.0% |