Filed October 21, 2011 (most recent of 3 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 8-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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $11,197 | $46,072-75.7% | $70,014-84.0% | $55,167-79.7% |
| Participation rate | 94.5% | 67.5%+27.1pp | 71.8%+22.7pp | 69.0%+25.6pp |
| Annual return | -3.00% | 8.68%-11.7pp | 12.99%-16.0pp | 169.23%-172.2pp |
| Employer contribution / active EE | $1,036 | $1,500-31.0% | $2,338-55.7% | $1,963-47.2% |
| Participant deferral / active EE | $2,290 | $2,344-2.3% | $2,931-21.9% | $3,054-25.0% |
| Admin fee / account holder | $0 | $428-100.0% | $4,380-100.0% | $504-100.0% |