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 | $59,355 | $82,279-27.9% | $77,999-23.9% | $63,975-7.2% |
| Participation rate | 98.3% | 84.7%+13.6pp | 75.5%+22.8pp | 71.1%+27.2pp |
| Annual return | 8.55% | 11.20%-2.6pp | 425.96%-417.4pp | 48.65%-40.1pp |
| Employer contribution / active EE | $359 | $3,297-89.1% | $2,470-85.5% | $2,182-83.6% |
| Participant deferral / active EE | $5,155 | $4,538+13.6% | $3,497+47.4% | $3,356+53.6% |
| Admin fee / account holder | $0 | $81-100.0% | $5,480-100.0% | $70-100.0% |