Filed May 17, 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.
Employer contribution per participant 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 | $59,348 | $88,083-32.6% | $164,813-64.0% | $74,495-20.3% |
| Participation rate | 75.3% | 73.0%+2.3pp | 78.6%-3.3pp | 67.2%+8.1pp |
| Annual return | 13.72% | 17.26%-3.5pp | 69.93%-56.2pp | 1364.94%-1351.2pp |
| Employer contribution / active EE | $343 | $2,593-86.8% | $4,341-92.1% | $2,623-86.9% |
| Participant deferral / active EE | $3,748 | $4,498-16.7% | $6,031-37.9% | $4,346-13.8% |
| Admin fee / account holder | $3 | $2,234-99.8% | $12,690-100.0% | $1,942-99.8% |