Filed April 16, 2008 (most recent of 4 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 5-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.
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,281 | $104,919-35.9% | $116,228-42.1% | $85,563-21.4% |
| Participation rate | 29.7% | 78.6%-48.9pp | 74.6%-44.8pp | 66.0%-36.2pp |
| Annual return | 14.47% | 15.38%-0.9pp | 90.06%-75.6pp | 31.51%-17.0pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $2,994-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $0 | $5,306-100.0% | $4,953-100.0% | $4,375-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $11,989-100.0% | $834-100.0% |