Filed September 4, 2009 (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 9-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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,411 | $70,002-66.6% | $115,037-79.6% | $52,331-55.3% |
| Participation rate | 59.9% | 72.1%-12.2pp | 81.4%-21.5pp | 68.1%-8.2pp |
| Annual return | 1.14% | 4.04%-2.9pp | 26.14%-25.0pp | 4.54%-3.4pp |
| Employer contribution / active EE | $1,269 | $2,715-53.3% | $4,608-72.5% | $1,882-32.6% |
| Participant deferral / active EE | $1,745 | $4,920-64.5% | $6,026-71.0% | $3,022-42.3% |
| Admin fee / account holder | $0 | $566-100.0% | $8,175-100.0% | $592-100.0% |