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.
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 | $12,175 | $48,261-74.8% | $68,793-82.3% | $55,725-78.2% |
| Participation rate | 88.9% | 71.0%+17.9pp | 72.2%+16.7pp | 70.9%+18.1pp |
| Annual return | 9.96% | -2.61%+12.6pp | -4.63%+14.6pp | 244.93%-235.0pp |
| Employer contribution / active EE | $846 | $1,742-51.5% | $2,625-67.8% | $2,078-59.3% |
| Participant deferral / active EE | $1,762 | $2,712-35.0% | $3,311-46.8% | $3,356-47.5% |
| Admin fee / account holder | $0 | $126-100.0% | $5,131-100.0% | $115-100.0% |