Filed March 5, 2013
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,895 | $54,121-91.0% | $134,143-96.4% | $73,409-93.3% |
| Participation rate | 98.2% | 64.4%+33.8pp | 72.2%+26.0pp | 72.2%+26.0pp |
| Annual return | -122143.33% | -312.52%-121830.8pp | 36.33%-122179.7pp | 59.29%-122202.6pp |
| Employer contribution / active EE | $6,457 | $1,402+360.6% | $3,704+74.3% | $2,234+189.1% |
| Participant deferral / active EE | $0 | $2,844-100.0% | $3,499-100.0% | $3,805-100.0% |
| Admin fee / account holder | $0 | $132-100.0% | $6,684-100.0% | $158-100.0% |