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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,468 | $155,795-82.4% | $136,294-79.8% | $69,631-60.6% |
| Participation rate | 54.7% | 75.2%-20.5pp | 81.9%-27.2pp | 70.7%-16.0pp |
| Annual return | 24.98% | 232464.33%-232439.4pp | 5155.94%-5131.0pp | 27571.02%-27546.0pp |
| Employer contribution / active EE | $1,108 | $2,991-63.0% | $4,695-76.4% | $2,032-45.5% |
| Participant deferral / active EE | $1,544 | $5,394-71.4% | $6,247-75.3% | $3,224-52.1% |
| Admin fee / account holder | $0 | $128-100.0% | $9,243-100.0% | $110-100.0% |