Filed December 16, 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 | $107,453 | $85,199+26.1% | $57,179+87.9% | $63,975+68.0% |
| Participation rate | 45.4% | 74.0%-28.7pp | 75.3%-30.0pp | 71.1%-25.8pp |
| Annual return | 7.67% | 10.43%-2.8pp | 14.59%-6.9pp | 48.65%-41.0pp |
| Employer contribution / active EE | $3,526 | $3,446+2.3% | $2,682+31.5% | $2,182+61.6% |
| Participant deferral / active EE | $2,053 | $3,109-34.0% | $3,096-33.7% | $3,356-38.8% |
| Admin fee / account holder | $1 | $39-96.3% | $3,139-100.0% | $70-98.0% |