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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,083 | $56,503-71.5% | $70,092-77.1% | $64,808-75.2% |
| Participation rate | 96.5% | 70.5%+26.0pp | 70.5%+26.0pp | 71.5%+25.0pp |
| Annual return | -9.06% | -13.44%+4.4pp | 190.73%-199.8pp | 32.82%-41.9pp |
| Employer contribution / active EE | $1,203 | $2,046-41.2% | $2,559-53.0% | $2,506-52.0% |
| Participant deferral / active EE | $1,880 | $3,389-44.5% | $3,849-51.1% | $4,310-56.4% |
| Admin fee / account holder | $0 | $160-100.0% | $6,267-100.0% | $188-100.0% |