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 | $70,312 | $90,410-22.2% | $91,001-22.7% | $77,958-9.8% |
| Participation rate | 98.9% | 86.4%+12.5pp | 75.6%+23.3pp | 71.6%+27.2pp |
| Annual return | 16.38% | 21.34%-5.0pp | 4.60%+11.8pp | 20.87%-4.5pp |
| Employer contribution / active EE | $391 | $3,392-88.5% | $2,456-84.1% | $2,310-83.1% |
| Participant deferral / active EE | $5,927 | $4,816+23.1% | $3,547+67.1% | $3,537+67.6% |
| Admin fee / account holder | $0 | $79-100.0% | $5,417-100.0% | $97-100.0% |