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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $27,934 | $58,879-52.6% | $178,490-84.3% | $73,488-62.0% |
| Participation rate | 48.4% | 66.2%-17.8pp | 81.9%-33.5pp | 70.7%-22.2pp |
| Annual return | 7.53% | 24.86%-17.3pp | 151.07%-143.5pp | 28.51%-21.0pp |
| Employer contribution / active EE | $922 | $2,236-58.8% | $5,011-81.6% | $2,270-59.4% |
| Participant deferral / active EE | $1,577 | $2,567-38.6% | $5,202-69.7% | $3,740-57.8% |
| Admin fee / account holder | $32 | $400-92.0% | $13,984-99.8% | $513-93.8% |