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 | $96,018+70.7% | $65,493+150.2% | $85,563+91.5% |
| Participation rate | 66.1% | 74.8%-8.7pp | 73.1%-7.0pp | 66.0%+0.1pp |
| Annual return | 13.76% | 14.51%-0.7pp | 982.45%-968.7pp | 31.51%-17.8pp |
| Employer contribution / active EE | $3,671 | $3,235+13.5% | $2,574+42.6% | $2,654+38.3% |
| Participant deferral / active EE | $4,947 | $4,055+22.0% | $3,961+24.9% | $4,375+13.1% |
| Admin fee / account holder | $123 | $271-54.6% | $5,028-97.6% | $834-85.3% |