Filed April 4, 2011 (most recent of 2 filings on file)
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.
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 | $97,348 | $74,188+31.2% | $115,756-15.9% | $64,808+50.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 77.1%+22.9pp | 71.5%+28.5pp |
| Annual return | -15.67% | -11.81%-3.9pp | 143.14%-158.8pp | 32.82%-48.5pp |
| Employer contribution / active EE | $70,574 | $3,365+1997.6% | $3,793+1760.8% | $2,506+2716.4% |
| Participant deferral / active EE | $0 | $5,294-100.0% | $6,254-100.0% | $4,310-100.0% |
| Admin fee / account holder | $0 | $148-100.0% | $8,124-100.0% | $188-100.0% |