Filed February 11, 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.
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 | $29,690 | $43,423-31.6% | $78,689-62.3% | $55,167-46.2% |
| Participation rate | 24.8% | 68.0%-43.2pp | 73.6%-48.7pp | 69.0%-44.2pp |
| Annual return | 12.19% | 11.53%+0.7pp | 62.18%-50.0pp | 169.23%-157.0pp |
| Employer contribution / active EE | $0 | $1,997-100.0% | $2,851-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,026 | $2,509-19.2% | $3,517-42.4% | $3,054-33.7% |
| Admin fee / account holder | $0 | $416-100.0% | $4,510-100.0% | $504-100.0% |