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 | $145,028 | $100,227+44.7% | $169,993-14.7% | $74,419+94.9% |
| Participation rate | 80.9% | 87.3%-6.4pp | 87.0%-6.1pp | 70.7%+10.2pp |
| Annual return | 19.83% | 66.08%-46.3pp | 53.37%-33.5pp | 34.38%-14.6pp |
| Employer contribution / active EE | $2,050 | $4,263-51.9% | $6,785-69.8% | $2,637-22.3% |
| Participant deferral / active EE | $6,522 | $7,143-8.7% | $10,408-37.3% | $4,528+44.0% |
| Admin fee / account holder | $3 | $234-98.7% | $12,815-100.0% | $348-99.1% |