Filed December 27, 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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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.
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 | $63,408 | $98,982-35.9% | $162,163-60.9% | $65,185-2.7% |
| Participation rate | 0.0% | 85.8%-85.8pp | 87.6%-87.6pp | 70.2%-70.2pp |
| Annual return | 24.62% | 24.84%-0.2pp | 115.59%-91.0pp | 29.38%-4.8pp |
| Employer contribution / active EE | $4,797 | $3,467+38.4% | $5,614-14.6% | $2,177+120.4% |
| Participant deferral / active EE | $2,964 | $5,384-44.9% | $7,298-59.4% | $3,514-15.6% |
| Admin fee / account holder | $73 | $596-87.7% | $10,843-99.3% | $847-91.4% |