Filed December 21, 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.
See the 9-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 | $26,437 | $40,522-34.8% | $84,611-68.8% | $67,579-60.9% |
| Participation rate | 94.5% | 51.1%+43.4pp | 68.2%+26.2pp | 71.3%+23.2pp |
| Annual return | -7.42% | 32.72%-40.1pp | 258.74%-266.2pp | 378.56%-386.0pp |
| Employer contribution / active EE | $0 | $1,146-100.0% | $2,652-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $0 | $2,132-100.0% | $3,899-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $145-100.0% | $4,912-100.0% | $142-100.0% |