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 | $88,643 | $91,420-3.0% | $57,179+55.0% | $65,292+35.8% |
| Participation rate | 62.5% | 72.6%-10.1pp | 75.3%-12.8pp | 72.4%-9.9pp |
| Annual return | 9.38% | 7.55%+1.8pp | 14.59%-5.2pp | 11.84%-2.5pp |
| Employer contribution / active EE | $0 | $3,776-100.0% | $2,682-100.0% | $2,302-100.0% |
| Participant deferral / active EE | $4,742 | $3,512+35.0% | $3,096+53.2% | $3,579+32.5% |
| Admin fee / account holder | $3 | $22-84.7% | $3,139-99.9% | $57-94.2% |