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 | $46,614 | $60,396-22.8% | $111,392-58.2% | $56,287-17.2% |
| Participation rate | 33.3% | 72.4%-39.1pp | 78.9%-45.5pp | 69.9%-36.5pp |
| Annual return | -5.12% | 20.26%-25.4pp | -2.06%-3.1pp | -9.96%+4.8pp |
| Employer contribution / active EE | $0 | $3,459-100.0% | $4,328-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $0 | $4,421-100.0% | $5,567-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $610-100.0% | $12,266-100.0% | $521-99.9% |