Filed April 23, 2007 (most recent of 3 filings on file)
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $136,307-100.0% | $177,821-100.0% | $73,488-100.0% |
| Participation rate | 0.0% | 86.1%-86.1pp | 87.7%-87.7pp | 70.7%-70.7pp |
| Annual return | -4.32% | 18.68%-23.0pp | 48.32%-52.6pp | 28.51%-32.8pp |
| Employer contribution / active EE | $2,186 | $3,712-41.1% | $5,918-63.1% | $2,270-3.7% |
| Participant deferral / active EE | $0 | $5,829-100.0% | $7,714-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $596-100.0% | $12,427-100.0% | $513-100.0% |