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 | $17,651 | $62,928-72.0% | $172,739-89.8% | $67,579-73.9% |
| Participation rate | 97.3% | 64.5%+32.8pp | 82.6%+14.7pp | 71.3%+26.0pp |
| Annual return | -14.94% | 30.36%-45.3pp | 802.84%-817.8pp | 378.56%-393.5pp |
| Employer contribution / active EE | $3,719 | $1,636+127.3% | $5,143-27.7% | $2,148+73.1% |
| Participant deferral / active EE | $0 | $2,145-100.0% | $5,198-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $167-100.0% | $13,954-100.0% | $142-100.0% |