Filed December 14, 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.
Annual investment return 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 | $69,156 | $63,905+8.2% | $74,183-6.8% | $57,658+19.9% |
| Participation rate | 77.0% | 79.8%-2.8pp | 76.6%+0.4pp | 70.2%+6.7pp |
| Annual return | 2.32% | 60.60%-58.3pp | 17.74%-15.4pp | 5.13%-2.8pp |
| Employer contribution / active EE | $823 | $1,840-55.3% | $2,370-65.3% | $1,974-58.3% |
| Participant deferral / active EE | $3,113 | $3,448-9.7% | $3,550-12.3% | $3,061+1.7% |
| Admin fee / account holder | $91 | $91-0.2% | $5,586-98.4% | $95-3.9% |