Filed July 14, 2010
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 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 | $19,007 | $37,117-48.8% | $147,614-87.1% | $55,191-65.6% |
| Participation rate | 67.2% | 63.6%+3.6pp | 84.6%-17.4pp | 69.2%-2.0pp |
| Annual return | 2.69% | 3.44%-0.8pp | 61.98%-59.3pp | 10.78%-8.1pp |
| Employer contribution / active EE | $533 | $1,620-67.1% | $5,564-90.4% | $1,899-71.9% |
| Participant deferral / active EE | $1,564 | $1,985-21.2% | $4,895-68.0% | $3,046-48.6% |
| Admin fee / account holder | $28 | $86-67.7% | $11,611-99.8% | $91-69.5% |