Filed April 9, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,219 | $69,848-53.9% | $115,756-72.2% | $66,914-51.9% |
| Participation rate | 100.0% | 70.6%+29.4pp | 77.1%+22.9pp | 69.8%+30.2pp |
| Annual return | 3.88% | 969.66%-965.8pp | 143.14%-139.3pp | 1.58%+2.3pp |
| Employer contribution / active EE | $197 | $2,613-92.5% | $3,793-94.8% | $2,544-92.3% |
| Participant deferral / active EE | $0 | $4,274-100.0% | $6,254-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $337-100.0% | $8,124-100.0% | $593-100.0% |