Filed November 11, 2009 (most recent of 3 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 7-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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $14,651 | $44,221-66.9% | $121,196-87.9% | $56,287-74.0% |
| Participation rate | 100.0% | 61.1%+38.9pp | 71.7%+28.3pp | 69.9%+30.1pp |
| Annual return | -3.21% | -3.58%+0.4pp | 16.93%-20.1pp | -9.96%+6.7pp |
| Employer contribution / active EE | $0 | $1,480-100.0% | $4,022-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $976 | $2,521-61.3% | $3,344-70.8% | $3,350-70.9% |
| Admin fee / account holder | $0 | $480-100.0% | $5,019-100.0% | $521-100.0% |