Filed April 9, 2007
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 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 | $61,495 | $52,149+17.9% | $122,332-49.7% | $77,958-21.1% |
| Participation rate | 7.1% | 58.6%-51.5pp | 71.6%-64.5pp | 71.6%-64.6pp |
| Annual return | 26.35% | 17.75%+8.6pp | 30.27%-3.9pp | 20.87%+5.5pp |
| Employer contribution / active EE | $210 | $1,750-88.0% | $4,050-94.8% | $2,310-90.9% |
| Participant deferral / active EE | $367 | $2,114-82.6% | $3,287-88.8% | $3,537-89.6% |
| Admin fee / account holder | $22 | $93-76.1% | $5,478-99.6% | $97-77.1% |