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 | $165,392 | $129,021+28.2% | $184,203-10.2% | $77,643+113.0% |
| Participation rate | 83.1% | 87.3%-4.2pp | 86.8%-3.7pp | 70.6%+12.6pp |
| Annual return | 15.33% | 33.27%-17.9pp | 28.81%-13.5pp | 31.24%-15.9pp |
| Employer contribution / active EE | $2,171 | $4,413-50.8% | $6,427-66.2% | $2,726-20.4% |
| Participant deferral / active EE | $6,974 | $7,297-4.4% | $9,131-23.6% | $4,647+50.1% |
| Admin fee / account holder | $3 | $254-98.7% | $13,901-100.0% | $430-99.2% |