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 | $68,595 | $57,976+18.3% | $62,995+8.9% | $62,292+10.1% |
| Participation rate | 97.2% | 75.9%+21.2pp | 74.8%+22.4pp | 69.5%+27.7pp |
| Annual return | 11.75% | 17.54%-5.8pp | 87.57%-75.8pp | 28.90%-17.1pp |
| Employer contribution / active EE | $3,142 | $2,415+30.1% | $2,759+13.9% | $2,042+53.8% |
| Participant deferral / active EE | $4,136 | $2,956+39.9% | $3,329+24.2% | $3,169+30.5% |
| Admin fee / account holder | $0 | $276-100.0% | $3,600-100.0% | $479-100.0% |