Filed December 2, 2011
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,790 | $37,196-49.5% | $154,107-87.8% | $55,725-66.3% |
| Participation rate | 96.4% | 64.1%+32.3pp | 83.0%+13.4pp | 70.9%+25.6pp |
| Annual return | -5.92% | 1319.68%-1325.6pp | 735.12%-741.0pp | 244.93%-250.8pp |
| Employer contribution / active EE | $3,675 | $1,614+127.7% | $5,298-30.6% | $2,078+76.8% |
| Participant deferral / active EE | $0 | $2,068-100.0% | $5,081-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $102-100.0% | $13,411-100.0% | $115-100.0% |