Filed March 30, 2010
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,718 | $66,180-24.9% | $118,746-58.1% | $62,292-20.2% |
| Participation rate | 42.1% | 71.3%-29.2pp | 78.3%-36.2pp | 69.5%-27.4pp |
| Annual return | 15.91% | 60.89%-45.0pp | 24.54%-8.6pp | 28.90%-13.0pp |
| Employer contribution / active EE | $0 | $3,183-100.0% | $4,193-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $0 | $4,247-100.0% | $5,332-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $753-100.0% | $10,720-100.0% | $479-100.0% |