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 | $61,558 | $64,909-5.2% | $82,313-25.2% | $62,292-1.2% |
| Participation rate | 66.9% | 74.9%-8.0pp | 76.9%-10.0pp | 69.5%-2.6pp |
| Annual return | 16.05% | 21.18%-5.1pp | 25.88%-9.8pp | 28.90%-12.8pp |
| Employer contribution / active EE | $854 | $1,676-49.0% | $2,428-64.8% | $2,042-58.2% |
| Participant deferral / active EE | $2,844 | $3,103-8.4% | $3,706-23.3% | $3,169-10.3% |
| Admin fee / account holder | $49 | $440-88.9% | $5,608-99.1% | $479-89.8% |