Filed March 1, 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.
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 | $23,772 | $47,977-50.5% | $154,107-84.6% | $56,287-57.8% |
| Participation rate | 48.1% | 66.2%-18.0pp | 83.0%-34.9pp | 69.9%-21.7pp |
| Annual return | 10.67% | 3.54%+7.1pp | 735.12%-724.4pp | -9.96%+20.6pp |
| Employer contribution / active EE | $984 | $2,169-54.6% | $5,298-81.4% | $2,111-53.4% |
| Participant deferral / active EE | $1,705 | $2,392-28.7% | $5,081-66.4% | $3,350-49.1% |
| Admin fee / account holder | $20 | $438-95.5% | $13,411-99.9% | $521-96.2% |