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 | $87,932 | $121,341-27.5% | $189,513-53.6% | $79,386+10.8% |
| Participation rate | 98.9% | 86.1%+12.8pp | 87.8%+11.1pp | 70.7%+28.2pp |
| Annual return | 16.59% | 21.08%-4.5pp | 555.15%-538.6pp | 116.85%-100.3pp |
| Employer contribution / active EE | $7,240 | $3,915+84.9% | $6,162+17.5% | $2,427+198.2% |
| Participant deferral / active EE | $6,459 | $6,395+1.0% | $8,221-21.4% | $4,046+59.6% |
| Admin fee / account holder | $3 | $651-99.6% | $12,045-100.0% | $626-99.5% |