Filed August 7, 2012
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 | $95,091 | $57,976+64.0% | $62,995+50.9% | $62,292+52.7% |
| Participation rate | 97.5% | 75.9%+21.5pp | 74.8%+22.7pp | 69.5%+27.9pp |
| Annual return | 12.82% | 17.54%-4.7pp | 87.57%-74.7pp | 28.90%-16.1pp |
| Employer contribution / active EE | $1,876 | $2,415-22.3% | $2,759-32.0% | $2,042-8.1% |
| Participant deferral / active EE | $2,920 | $2,956-1.2% | $3,329-12.3% | $3,169-7.9% |
| Admin fee / account holder | $0 | $276-100.0% | $3,600-100.0% | $479-100.0% |