Filed September 16, 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.
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.
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 2 reportable transactions. $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.
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 | $40,289-100.0% | $151,941-100.0% | $40,289-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 4.2%-4.2pp |
| Annual return | 8.00% | 7.02%+1.0pp | 5.44%+2.6pp | 10.64%-2.6pp |
| Employer contribution / active EE | $0 | $9,548-100.0% | $25,481-100.0% | $11,561-100.0% |
| Participant deferral / active EE | $0 | $399-100.0% | $65-100.0% | $347-100.0% |
| Admin fee / account holder | $0 | $312-100.0% | $11,765-100.0% | $312-100.0% |