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.
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 | $26,456 | $74,706-64.6% | $75,696-65.1% | $79,386-66.7% |
| Participation rate | 69.9% | 75.3%-5.4pp | 74.8%-4.9pp | 70.7%-0.8pp |
| Annual return | 28.59% | 18.52%+10.1pp | 104.53%-75.9pp | 116.85%-88.3pp |
| Employer contribution / active EE | $1,280 | $2,590-50.6% | $2,743-53.3% | $2,427-47.3% |
| Participant deferral / active EE | $2,903 | $3,533-17.8% | $3,821-24.0% | $4,046-28.2% |
| Admin fee / account holder | $29 | $374-92.3% | $3,619-99.2% | $626-95.4% |