Filed January 24, 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.
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 | $50,539 | $46,732+8.1% | $156,549-67.7% | $55,167-8.4% |
| Participation rate | 68.5% | 65.8%+2.7pp | 84.0%-15.5pp | 69.0%-0.5pp |
| Annual return | 6.94% | 17.72%-10.8pp | 32.23%-25.3pp | 169.23%-162.3pp |
| Employer contribution / active EE | $1,134 | $2,105-46.1% | $5,501-79.4% | $1,963-42.2% |
| Participant deferral / active EE | $3,889 | $2,204+76.4% | $4,871-20.2% | $3,054+27.3% |
| Admin fee / account holder | $33 | $418-92.1% | $13,027-99.7% | $504-93.5% |