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.
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 | $113,953 | $88,515+28.7% | $162,163-29.7% | $67,579+68.6% |
| Participation rate | 91.3% | 86.8%+4.5pp | 87.6%+3.8pp | 71.3%+20.1pp |
| Annual return | 23.06% | 27.04%-4.0pp | 115.59%-92.5pp | 378.56%-355.5pp |
| Employer contribution / active EE | $1,922 | $3,563-46.0% | $5,614-65.8% | $2,148-10.5% |
| Participant deferral / active EE | $5,677 | $5,724-0.8% | $7,298-22.2% | $3,539+60.4% |
| Admin fee / account holder | $5 | $124-95.6% | $10,843-99.9% | $142-96.2% |