Filed October 29, 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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $4,014 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,636 | $44,989-74.1% | $170,442-93.2% | $77,958-85.1% |
| Participation rate | 56.0% | 64.6%-8.6pp | 83.6%-27.6pp | 71.6%-15.6pp |
| Annual return | 24.94% | 19.61%+5.3pp | 205.93%-181.0pp | 20.87%+4.1pp |
| Employer contribution / active EE | $2,285 | $1,466+55.8% | $5,433-57.9% | $2,310-1.1% |
| Participant deferral / active EE | $0 | $2,208-100.0% | $4,939-100.0% | $3,537-100.0% |
| Admin fee / account holder | $6 | $69-91.6% | $13,880-100.0% | $97-94.1% |