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 | $153,505 | $111,491+37.7% | $189,513-19.0% | $86,799+76.8% |
| Participation rate | 88.3% | 87.3%+1.0pp | 87.8%+0.5pp | 72.3%+16.0pp |
| Annual return | 16.13% | 83.50%-67.4pp | 555.15%-539.0pp | 97.91%-81.8pp |
| Employer contribution / active EE | $2,142 | $3,951-45.8% | $6,162-65.2% | $2,405-11.0% |
| Participant deferral / active EE | $6,565 | $6,437+2.0% | $8,221-20.2% | $4,131+58.9% |
| Admin fee / account holder | $3 | $189-98.5% | $12,045-100.0% | $170-98.3% |