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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,515 | $93,373+0.2% | $152,466-38.7% | $85,850+8.9% |
| Participation rate | 33.3% | 70.1%-36.8pp | 78.2%-44.9pp | 69.3%-36.0pp |
| Annual return | 13.87% | 21.84%-8.0pp | 757.33%-743.5pp | 318.53%-304.7pp |
| Employer contribution / active EE | $0 | $2,996-100.0% | $4,327-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $0 | $4,550-100.0% | $5,820-100.0% | $3,952-100.0% |
| Admin fee / account holder | $0 | $13,853-100.0% | $15,805-100.0% | $6,260-100.0% |