Filed December 15, 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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $33,511 | $58,726-42.9% | $92,233-63.7% | $62,292-46.2% |
| Participation rate | 75.7% | 68.3%+7.4pp | 76.5%-0.7pp | 69.5%+6.2pp |
| Annual return | 21.18% | 43.62%-22.4pp | 176.28%-155.1pp | 28.90%-7.7pp |
| Employer contribution / active EE | $1,411 | $2,392-41.0% | $3,679-61.6% | $2,042-30.9% |
| Participant deferral / active EE | $3,143 | $2,766+13.6% | $3,897-19.3% | $3,169-0.8% |
| Admin fee / account holder | $37 | $556-93.4% | $5,194-99.3% | $479-92.3% |