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 | $89,288 | $60,165+48.4% | $74,183+20.4% | $55,167+61.9% |
| Participation rate | 81.6% | 74.2%+7.4pp | 76.6%+4.9pp | 69.0%+12.6pp |
| Annual return | -4.48% | 10.00%-14.5pp | 17.74%-22.2pp | 169.23%-173.7pp |
| Employer contribution / active EE | $818 | $1,600-48.9% | $2,370-65.5% | $1,963-58.3% |
| Participant deferral / active EE | $3,723 | $2,973+25.2% | $3,550+4.9% | $3,054+21.9% |
| Admin fee / account holder | $106 | $419-74.7% | $5,586-98.1% | $504-78.9% |