Filed March 31, 2011 (most recent of 5 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.
See 1 actuary disclosure. $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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $13,363-100.0% | $101,802-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.1%-7.1pp | 2.2%-2.2pp |
| Annual return | -0.11% | 8.26%-8.4pp | 9.51%-9.6pp | 9.11%-9.2pp |
| Employer contribution / active EE | $0 | $17,413-100.0% | $23,377-100.0% | $12,231-100.0% |
| Participant deferral / active EE | $0 | $0 | $14-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $769-100.0% | $125-100.0% |