Filed November 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,600 | $47,722-71.5% | $82,719-83.6% | $64,808-79.0% |
| Participation rate | 60.0% | 67.6%-7.6pp | 72.6%-12.6pp | 71.5%-11.5pp |
| Annual return | -15.74% | -13.05%-2.7pp | 701.18%-716.9pp | 32.82%-48.6pp |
| Employer contribution / active EE | $246 | $2,179-88.7% | $3,009-91.8% | $2,506-90.2% |
| Participant deferral / active EE | $968 | $3,329-70.9% | $4,395-78.0% | $4,310-77.5% |
| Admin fee / account holder | $41 | $143-71.4% | $5,329-99.2% | $188-78.2% |