Filed November 11, 2009 (most recent of 3 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 7-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 | $30,362 | $46,722-35.0% | $130,648-76.8% | $65,185-53.4% |
| Participation rate | 35.9% | 60.9%-25.0pp | 71.7%-35.8pp | 70.2%-34.3pp |
| Annual return | 16.32% | 24.17%-7.8pp | 1708.96%-1692.6pp | 29.38%-13.1pp |
| Employer contribution / active EE | $0 | $1,488-100.0% | $4,092-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,180 | $2,545-53.6% | $3,603-67.2% | $3,514-66.4% |
| Admin fee / account holder | $0 | $453-100.0% | $5,464-100.0% | $847-100.0% |