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.
Employer contribution per participant 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 | $469,266 | $91,746+411.5% | $146,665+220.0% | $93,030+404.4% |
| Participation rate | 93.5% | 80.9%+12.6pp | 80.1%+13.4pp | 73.9%+19.6pp |
| Annual return | 76.75% | 18.28%+58.5pp | 22.74%+54.0pp | 158.70%-82.0pp |
| Employer contribution / active EE | $0 | $2,815-100.0% | $4,136-100.0% | $2,706-100.0% |
| Participant deferral / active EE | $0 | $4,589-100.0% | $5,506-100.0% | $4,562-100.0% |
| Admin fee / account holder | $0 | $101-100.0% | $10,280-100.0% | $152-100.0% |