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 | $13,429 | $55,790-75.9% | $76,817-82.5% | $67,579-80.1% |
| Participation rate | 100.0% | 71.1%+28.9pp | 72.1%+27.9pp | 71.3%+28.7pp |
| Annual return | 4.85% | 64.45%-59.6pp | 1166.11%-1161.3pp | 378.56%-373.7pp |
| Employer contribution / active EE | $1,032 | $1,810-43.0% | $2,302-55.2% | $2,148-52.0% |
| Participant deferral / active EE | $1,935 | $2,875-32.7% | $3,336-42.0% | $3,539-45.3% |
| Admin fee / account holder | $0 | $159-100.0% | $6,420-100.0% | $142-100.0% |