Filed December 2, 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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $222,421 | $80,506+176.3% | $136,294+63.2% | $80,976+174.7% |
| Participation rate | 58.5% | 61.9%-3.3pp | 81.9%-23.4pp | 68.3%-9.7pp |
| Annual return | 23.81% | 27.70%-3.9pp | 5155.94%-5132.1pp | 22.91%+0.9pp |
| Employer contribution / active EE | $2,304 | $1,943+18.6% | $4,695-50.9% | $2,402-4.1% |
| Participant deferral / active EE | $5,699 | $4,601+23.9% | $6,247-8.8% | $3,848+48.1% |
| Admin fee / account holder | $85 | $72+18.3% | $9,243-99.1% | $67+26.1% |