Filed April 3, 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 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $36,663 | $42,546-13.8% | $71,796-48.9% | $55,167-33.5% |
| Participation rate | 33.6% | 59.1%-25.5pp | 69.1%-35.5pp | 69.0%-35.4pp |
| Annual return | 8.22% | 12.36%-4.1pp | 78.04%-69.8pp | 169.23%-161.0pp |
| Employer contribution / active EE | $221 | $803-72.5% | $1,924-88.5% | $1,963-88.8% |
| Participant deferral / active EE | $608 | $2,064-70.6% | $2,794-78.3% | $3,054-80.1% |
| Admin fee / account holder | $6 | $650-99.0% | $4,815-99.9% | $504-98.7% |