Filed January 12, 2009
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 9-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.
Participant contribution per participant 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 | $47,528 | $46,360+2.5% | $147,614-67.8% | $52,331-9.2% |
| Participation rate | 52.6% | 64.9%-12.3pp | 84.6%-32.0pp | 68.1%-15.5pp |
| Annual return | 0.93% | 1.62%-0.7pp | 61.98%-61.0pp | 4.54%-3.6pp |
| Employer contribution / active EE | $2,038 | $2,126-4.1% | $5,564-63.4% | $1,882+8.3% |
| Participant deferral / active EE | $476 | $2,258-78.9% | $4,895-90.3% | $3,022-84.3% |
| Admin fee / account holder | $69 | $766-90.9% | $11,611-99.4% | $592-88.3% |