Filed April 11, 2011 (most recent of 2 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 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.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,460 | $89,497+2.2% | $70,092+30.5% | $78,044+17.2% |
| Participation rate | 80.0% | 79.9%+0.1pp | 70.5%+9.5pp | 74.4%+5.6pp |
| Annual return | -17.22% | -12.39%-4.8pp | 190.73%-208.0pp | 10.87%-28.1pp |
| Employer contribution / active EE | $3,809 | $3,152+20.8% | $2,559+48.8% | $3,125+21.9% |
| Participant deferral / active EE | $4,608 | $4,564+1.0% | $3,849+19.7% | $5,084-9.4% |
| Admin fee / account holder | $55 | $78-29.7% | $6,267-99.1% | $79-30.8% |