Filed May 18, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $58,845 | $81,321-27.6% | $68,509-14.1% | $59,188-0.6% |
| Participation rate | 97.8% | 83.8%+14.0pp | 74.7%+23.1pp | 69.4%+28.4pp |
| Annual return | -0.07% | 4.65%-4.7pp | 8.27%-8.3pp | 5.51%-5.6pp |
| Employer contribution / active EE | $347 | $3,297-89.5% | $2,278-84.8% | $2,098-83.5% |
| Participant deferral / active EE | $4,892 | $4,592+6.5% | $3,382+44.6% | $3,265+49.8% |
| Admin fee / account holder | $0 | $62-100.0% | $5,275-100.0% | $92-100.0% |