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 | $57,405 | $53,531+7.2% | $86,188-33.4% | $96,393-40.4% |
| Participation rate | 100.0% | 53.4%+46.6pp | 69.0%+31.0pp | 71.3%+28.7pp |
| Annual return | 10.79% | 20.51%-9.7pp | 1168.45%-1157.7pp | 22.88%-12.1pp |
| Employer contribution / active EE | $0 | $1,158-100.0% | $2,380-100.0% | $3,238-100.0% |
| Participant deferral / active EE | $0 | $1,965-100.0% | $3,985-100.0% | $5,455-100.0% |
| Admin fee / account holder | $0 | $55-100.0% | $6,852-100.0% | $74-100.0% |