Filed December 2, 2011 (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 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.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,053 | $86,897+42.8% | $151,611-18.2% | $64,808+91.4% |
| Participation rate | 81.6% | 87.3%-5.6pp | 87.5%-5.9pp | 71.5%+10.2pp |
| Annual return | -17.87% | -3.57%-14.3pp | 3.33%-21.2pp | 32.82%-50.7pp |
| Employer contribution / active EE | $2,164 | $4,010-46.0% | $6,166-64.9% | $2,506-13.7% |
| Participant deferral / active EE | $6,832 | $6,690+2.1% | $8,363-18.3% | $4,310+58.5% |
| Admin fee / account holder | $2 | $153-98.6% | $11,616-100.0% | $188-98.9% |