Filed January 1, 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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,153 | $176,491-97.6% | $95,952-95.7% | $90,288-95.4% |
| Participation rate | 48.4% | 86.6%-38.1pp | 77.1%-28.6pp | 73.4%-24.9pp |
| Annual return | -0.81% | 20.14%-20.9pp | 91.61%-92.4pp | 53.97%-54.8pp |
| Employer contribution / active EE | $0 | $2,789-100.0% | $2,541-100.0% | $2,524-100.0% |
| Participant deferral / active EE | $0 | $5,340-100.0% | $4,167-100.0% | $4,232-100.0% |
| Admin fee / account holder | $25 | $154-83.7% | $6,795-99.6% | $114-78.0% |