Filed December 2, 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 | $64,593 | $52,467+23.1% | $57,179+13.0% | $55,167+17.1% |
| Participation rate | 97.4% | 75.8%+21.6pp | 75.3%+22.1pp | 69.0%+28.4pp |
| Annual return | 0.38% | 7.72%-7.3pp | 14.59%-14.2pp | 169.23%-168.8pp |
| Employer contribution / active EE | $2,909 | $2,477+17.4% | $2,682+8.5% | $1,963+48.2% |
| Participant deferral / active EE | $3,749 | $2,830+32.5% | $3,096+21.1% | $3,054+22.8% |
| Admin fee / account holder | $0 | $269-100.0% | $3,139-100.0% | $504-100.0% |