Filed November 11, 2008 (most recent of 2 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,829 | $69,848-8.6% | $115,756-44.9% | $66,914-4.6% |
| Participation rate | 65.7% | 70.6%-4.9pp | 77.1%-11.4pp | 69.8%-4.1pp |
| Annual return | -11.10% | 969.66%-980.8pp | 143.14%-154.2pp | 1.58%-12.7pp |
| Employer contribution / active EE | $539 | $2,613-79.4% | $3,793-85.8% | $2,544-78.8% |
| Participant deferral / active EE | $3,604 | $4,274-15.7% | $6,254-42.4% | $4,237-14.9% |
| Admin fee / account holder | $23 | $337-93.3% | $8,124-99.7% | $593-96.2% |