Filed December 2, 2011
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 | $82,697 | $78,181+5.8% | $57,343+44.2% | $67,505+22.5% |
| Participation rate | 62.6% | 76.6%-14.0pp | 75.1%-12.5pp | 71.2%-8.6pp |
| Annual return | 3.26% | 2.76%+0.5pp | 24.39%-21.1pp | 6.52%-3.3pp |
| Employer contribution / active EE | $0 | $3,924-100.0% | $2,689-100.0% | $2,173-100.0% |
| Participant deferral / active EE | $4,369 | $3,501+24.8% | $3,162+38.1% | $3,597+21.5% |
| Admin fee / account holder | $3 | $27-87.1% | $3,356-99.9% | $56-93.9% |