Filed November 16, 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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,460 | $38,963+47.5% | $71,796-20.0% | $329,111-82.5% |
| Participation rate | 100.0% | 53.8%+46.2pp | 69.1%+30.9pp | 67.9%+32.1pp |
| Annual return | -4.08% | 9.85%-13.9pp | 78.04%-82.1pp | 16.35%-20.4pp |
| Employer contribution / active EE | $0 | $758-100.0% | $1,924-100.0% | $2,303-100.0% |
| Participant deferral / active EE | $0 | $1,286-100.0% | $2,794-100.0% | $3,682-100.0% |
| Admin fee / account holder | $0 | $50-100.0% | $4,815-100.0% | $754-100.0% |