Filed July 29, 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 | $14,937 | $46,173-67.6% | $170,442-91.2% | $69,631-78.5% |
| Participation rate | 79.2% | 63.9%+15.3pp | 83.6%-4.4pp | 70.7%+8.5pp |
| Annual return | 10.61% | 21.62%-11.0pp | 205.93%-195.3pp | 27571.02%-27560.4pp |
| Employer contribution / active EE | $1,177 | $1,610-26.9% | $5,433-78.3% | $2,032-42.1% |
| Participant deferral / active EE | $983 | $2,080-52.8% | $4,939-80.1% | $3,224-69.5% |
| Admin fee / account holder | $15 | $116-87.5% | $13,880-99.9% | $110-86.8% |