Filed December 14, 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 3-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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $9,556,684-100.0% | $431,983-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 2.4%-2.4pp | 66.7%-66.7pp | 2.4%-2.4pp |
| Annual return | -0.46% | 22.81%-23.3pp | 9.65%-10.1pp | 22.81%-23.3pp |
| Employer contribution / active EE | $6,004 | $18,290-67.2% | $50,004-88.0% | $18,290-67.2% |
| Participant deferral / active EE | $0 | $603-100.0% | $62-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $85,222-100.0% | $35,292-100.0% | $85,222-100.0% |