Filed March 31, 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 3-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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,293 | $71,802-95.4% | $133,980-97.5% | $57,658-94.3% |
| Participation rate | 77.1% | 85.5%-8.4pp | 87.1%-10.0pp | 70.2%+6.9pp |
| Annual return | 15.84% | 13.51%+2.3pp | 29.30%-13.5pp | 5.13%+10.7pp |
| Employer contribution / active EE | $1,073 | $3,161-66.1% | $5,211-79.4% | $1,974-45.6% |
| Participant deferral / active EE | $0 | $4,606-100.0% | $6,282-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $88-100.0% | $9,324-100.0% | $95-100.0% |