Filed January 30, 2009 (most recent of 2 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 8-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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $8,701 | $88,122-90.1% | $141,162-93.8% | $67,579-87.1% |
| Participation rate | 59.6% | 76.5%-16.8pp | 82.5%-22.8pp | 71.3%-11.6pp |
| Annual return | 28.46% | 75.40%-46.9pp | 71.39%-42.9pp | 378.56%-350.1pp |
| Employer contribution / active EE | $1,247 | $3,224-61.3% | $4,735-73.7% | $2,148-41.9% |
| Participant deferral / active EE | $0 | $5,958-100.0% | $6,709-100.0% | $3,539-100.0% |
| Admin fee / account holder | -$1 | $131-100.6% | $10,261-100.0% | $142-100.6% |