Filed June 8, 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.
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 | $58,965 | $60,795-3.0% | $69,455-15.1% | $65,185-9.5% |
| Participation rate | 54.2% | 74.9%-20.6pp | 74.6%-20.4pp | 70.2%-16.0pp |
| Annual return | 16.93% | 17.46%-0.5pp | 28.97%-12.0pp | 29.38%-12.5pp |
| Employer contribution / active EE | $799 | $2,452-67.4% | $2,779-71.2% | $2,177-63.3% |
| Participant deferral / active EE | $1,738 | $3,162-45.0% | $3,535-50.8% | $3,514-50.5% |
| Admin fee / account holder | $0 | $314-100.0% | $3,839-100.0% | $847-100.0% |