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 | $132,625 | $111,608+18.8% | $177,821-25.4% | $73,409+80.7% |
| Participation rate | 86.7% | 87.9%-1.1pp | 87.7%-1.0pp | 72.2%+14.5pp |
| Annual return | 16.16% | 18.23%-2.1pp | 48.32%-32.2pp | 59.29%-43.1pp |
| Employer contribution / active EE | $2,021 | $3,796-46.8% | $5,918-65.9% | $2,234-9.5% |
| Participant deferral / active EE | $6,040 | $6,199-2.6% | $7,714-21.7% | $3,805+58.7% |
| Admin fee / account holder | $4 | $166-97.6% | $12,427-100.0% | $158-97.5% |