Filed December 19, 2011 (most recent of 3 filings on file)
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 4-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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $15,253 | $79,480-80.8% | $108,579-86.0% | $329,111-95.4% |
| Participation rate | 97.9% | 72.0%+25.9pp | 79.6%+18.4pp | 67.9%+30.1pp |
| Annual return | 7.39% | 18.07%-10.7pp | -51.70%+59.1pp | 16.35%-9.0pp |
| Employer contribution / active EE | $3,359 | $2,317+45.0% | $3,758-10.6% | $2,303+45.8% |
| Participant deferral / active EE | $0 | $3,243-100.0% | $4,311-100.0% | $3,682-100.0% |
| Admin fee / account holder | $0 | $68-99.6% | $7,645-100.0% | $754-100.0% |