Filed December 28, 2011 (most recent of 2 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 10-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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $51,765 | $128,472-59.7% | $81,367-36.4% | $59,188-12.5% |
| Participation rate | 92.9% | 92.5%+0.4pp | 82.3%+10.6pp | 69.4%+23.5pp |
| Annual return | -0.03% | 1.24%-1.3pp | -0.92%+0.9pp | 5.51%-5.5pp |
| Employer contribution / active EE | $2,708 | $3,689-26.6% | $3,930-31.1% | $2,098+29.1% |
| Participant deferral / active EE | $4,877 | $6,963-30.0% | $5,383-9.4% | $3,265+49.4% |
| Admin fee / account holder | $50 | $71-30.0% | $8,926-99.4% | $92-45.8% |