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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $56,746 | $60,165-5.7% | $74,183-23.5% | $55,167+2.9% |
| Participation rate | 65.3% | 74.2%-8.9pp | 76.6%-11.3pp | 69.0%-3.7pp |
| Annual return | 8.34% | 10.00%-1.7pp | 17.74%-9.4pp | 169.23%-160.9pp |
| Employer contribution / active EE | $790 | $1,600-50.6% | $2,370-66.7% | $1,963-59.7% |
| Participant deferral / active EE | $2,741 | $2,973-7.8% | $3,550-22.8% | $3,054-10.3% |
| Admin fee / account holder | $119 | $419-71.6% | $5,586-97.9% | $504-76.4% |