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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $18,308 | $46,173-60.3% | $170,442-89.3% | $69,631-73.7% |
| Participation rate | 97.0% | 63.9%+33.1pp | 83.6%+13.4pp | 70.7%+26.3pp |
| Annual return | 10.91% | 21.62%-10.7pp | 205.93%-195.0pp | 27571.02%-27560.1pp |
| Employer contribution / active EE | $2,753 | $1,610+71.0% | $5,433-49.3% | $2,032+35.5% |
| Participant deferral / active EE | $0 | $2,080-100.0% | $4,939-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $116-100.0% | $13,880-100.0% | $110-100.0% |