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 | $180,438 | $131,799+36.9% | $200,582-10.0% | $85,563+110.9% |
| Participation rate | 80.2% | 87.9%-7.7pp | 86.9%-6.7pp | 66.0%+14.2pp |
| Annual return | 12.95% | 21.59%-8.6pp | 42.33%-29.4pp | 31.51%-18.6pp |
| Employer contribution / active EE | $3,119 | $4,532-31.2% | $6,419-51.4% | $2,654+17.6% |
| Participant deferral / active EE | $7,354 | $7,702-4.5% | $9,331-21.2% | $4,375+68.1% |
| Admin fee / account holder | $3 | $235-98.8% | $16,305-100.0% | $834-99.7% |