Filed May 24, 2011 (most recent of 2 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 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.
See 1 actuary disclosure. $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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $333,627-100.0% | $205,371-100.0% | $417,905-100.0% |
| Participation rate | 0.0% | 49.0%-49.0pp | 53.4%-53.4pp | 39.2%-39.2pp |
| Annual return | 5.51% | 5.45%+0.1pp | 6.25%-0.7pp | 13.91%-8.4pp |
| Employer contribution / active EE | $0 | $34,450-100.0% | $26,962-100.0% | $35,282-100.0% |
| Participant deferral / active EE | $0 | $190-100.0% | $517-100.0% | $94-100.0% |
| Admin fee / account holder | $0 | $19,108-100.0% | $13,227-100.0% | $41,846-100.0% |