Filed June 8, 2009
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 | $163,892 | $93,351+75.6% | $62,929+160.4% | $79,634+105.8% |
| Participation rate | 66.1% | 74.6%-8.5pp | 73.1%-7.0pp | 62.5%+3.6pp |
| Annual return | 13.76% | 14.37%-0.6pp | 1063.93%-1050.2pp | 36.46%-22.7pp |
| Employer contribution / active EE | $3,671 | $3,135+17.1% | $2,505+46.6% | $2,529+45.1% |
| Participant deferral / active EE | $4,947 | $3,921+26.2% | $3,888+27.2% | $3,835+29.0% |
| Admin fee / account holder | $123 | $229-46.4% | $5,065-97.6% | $1,002-87.7% |