Filed March 25, 2012 (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.
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 | $74,214 | $79,523-6.7% | $140,016-47.0% | $56,287+31.8% |
| Participation rate | 94.1% | 85.7%+8.4pp | 87.5%+6.6pp | 69.9%+24.3pp |
| Annual return | 17.38% | 2.39%+15.0pp | 651.12%-633.7pp | -9.96%+27.3pp |
| Employer contribution / active EE | $5,399 | $3,350+61.2% | $5,606-3.7% | $2,111+155.8% |
| Participant deferral / active EE | $4,917 | $5,129-4.1% | $6,927-29.0% | $3,350+46.8% |
| Admin fee / account holder | $0 | $614-99.9% | $10,705-100.0% | $521-99.9% |