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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,774 | $56,095-59.4% | $178,490-87.2% | $90,288-74.8% |
| Participation rate | 65.9% | 65.6%+0.4pp | 81.9%-16.0pp | 73.4%-7.4pp |
| Annual return | 18.54% | 28.81%-10.3pp | 151.07%-132.5pp | 53.97%-35.4pp |
| Employer contribution / active EE | $2,876 | $1,572+82.9% | $5,011-42.6% | $2,524+13.9% |
| Participant deferral / active EE | $0 | $2,669-100.0% | $5,202-100.0% | $4,232-100.0% |
| Admin fee / account holder | $0 | $101-100.0% | $13,984-100.0% | $114-100.0% |