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 | $11,448 | $53,925-78.8% | $75,670-84.9% | $69,631-83.6% |
| Participation rate | 96.9% | 71.2%+25.7pp | 72.3%+24.5pp | 70.7%+26.2pp |
| Annual return | 10.33% | 17.84%-7.5pp | 27.34%-17.0pp | 27571.02%-27560.7pp |
| Employer contribution / active EE | $1,009 | $1,802-44.0% | $2,352-57.1% | $2,032-50.3% |
| Participant deferral / active EE | $2,141 | $2,569-16.7% | $3,142-31.9% | $3,224-33.6% |
| Admin fee / account holder | $0 | $97-100.0% | $5,800-100.0% | $110-100.0% |