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 | $15,888 | $62,928-74.8% | $172,739-90.8% | $67,579-76.5% |
| Participation rate | 76.3% | 64.5%+11.9pp | 82.6%-6.3pp | 71.3%+5.1pp |
| Annual return | 6.40% | 30.36%-24.0pp | 802.84%-796.4pp | 378.56%-372.2pp |
| Employer contribution / active EE | $1,153 | $1,636-29.5% | $5,143-77.6% | $2,148-46.3% |
| Participant deferral / active EE | $1,180 | $2,145-45.0% | $5,198-77.3% | $3,539-66.6% |
| Admin fee / account holder | $16 | $167-90.3% | $13,954-99.9% | $142-88.7% |