Filed August 31, 2010 (most recent of 6 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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $454,987 | $73,102+522.4% | $123,544+268.3% | $56,287+708.3% |
| Participation rate | 3.3% | 74.3%-71.0pp | 82.3%-79.0pp | 69.9%-66.5pp |
| Annual return | 8.74% | 3.01%+5.7pp | 119.20%-110.5pp | -9.96%+18.7pp |
| Employer contribution / active EE | $9,881 | $2,977+231.9% | $4,628+113.5% | $2,111+368.1% |
| Participant deferral / active EE | $0 | $5,423-100.0% | $6,426-100.0% | $3,350-100.0% |
| Admin fee / account holder | $3 | $554-99.5% | $9,284-100.0% | $521-99.5% |