Filed May 22, 2008
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,766 | $42,901-49.3% | $91,220-76.1% | $64,808-66.4% |
| Participation rate | 25.0% | 68.1%-43.1pp | 73.2%-48.2pp | 71.5%-46.5pp |
| Annual return | -17.25% | -13.53%-3.7pp | 114.01%-131.3pp | 32.82%-50.1pp |
| Employer contribution / active EE | $489 | $1,571-68.8% | $2,850-82.8% | $2,506-80.5% |
| Participant deferral / active EE | $620 | $3,501-82.3% | $4,234-85.4% | $4,310-85.6% |
| Admin fee / account holder | $25 | $131-80.8% | $5,420-99.5% | $188-86.6% |