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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $186,787 | $96,458+93.6% | $136,294+37.0% | $77,958+139.6% |
| Participation rate | 99.6% | 75.4%+24.2pp | 81.9%+17.7pp | 71.6%+28.0pp |
| Annual return | 31.08% | 23.78%+7.3pp | 5155.94%-5124.9pp | 20.87%+10.2pp |
| Employer contribution / active EE | $1,505 | $3,144-52.1% | $4,695-67.9% | $2,310-34.9% |
| Participant deferral / active EE | $0 | $5,902-100.0% | $6,247-100.0% | $3,537-100.0% |
| Admin fee / account holder | $1 | $80-98.3% | $9,243-100.0% | $97-98.6% |