Filed June 8, 2009 (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.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $349,199 | $82,783+321.8% | $133,956+160.7% | $90,288+286.8% |
| Participation rate | 91.2% | 81.3%+9.9pp | 79.8%+11.4pp | 73.4%+17.9pp |
| Annual return | 3.27% | 21.89%-18.6pp | 45.09%-41.8pp | 53.97%-50.7pp |
| Employer contribution / active EE | $0 | $2,388-100.0% | $3,919-100.0% | $2,524-100.0% |
| Participant deferral / active EE | $0 | $4,291-100.0% | $5,048-100.0% | $4,232-100.0% |
| Admin fee / account holder | $0 | $93-100.0% | $8,927-100.0% | $114-100.0% |