Filed June 6, 2008
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 are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,184 | $64,348-81.1% | $90,160-86.5% | $70,131-82.6% |
| Participation rate | 97.9% | 70.4%+27.4pp | 76.9%+21.0pp | 69.5%+28.3pp |
| Annual return | -3.80% | 28.13%-31.9pp | 34.88%-38.7pp | 73.14%-76.9pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $0 | $4,389-100.0% | $5,288-100.0% | $3,332-100.0% |
| Admin fee / account holder | $10 | $3,944-99.7% | $5,943-99.8% | $4,645-99.8% |