Filed January 3, 2012
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 | $20,647 | $57,976-64.4% | $62,995-67.2% | $62,292-66.9% |
| Participation rate | 74.3% | 75.9%-1.6pp | 74.8%-0.5pp | 69.5%+4.8pp |
| Annual return | 11.24% | 17.54%-6.3pp | 87.57%-76.3pp | 28.90%-17.7pp |
| Employer contribution / active EE | $1,022 | $2,415-57.7% | $2,759-63.0% | $2,042-50.0% |
| Participant deferral / active EE | $2,333 | $2,956-21.1% | $3,329-29.9% | $3,169-26.4% |
| Admin fee / account holder | $27 | $276-90.1% | $3,600-99.2% | $479-94.3% |