Filed August 25, 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.
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 | $173,032 | $43,423+298.5% | $78,689+119.9% | $55,167+213.7% |
| Participation rate | 97.4% | 68.0%+29.3pp | 73.6%+23.8pp | 69.0%+28.4pp |
| Annual return | 8.24% | 11.53%-3.3pp | 62.18%-53.9pp | 169.23%-161.0pp |
| Employer contribution / active EE | $13,018 | $1,997+552.0% | $2,851+356.7% | $1,963+563.3% |
| Participant deferral / active EE | $12,182 | $2,509+385.6% | $3,517+246.4% | $3,054+298.9% |
| Admin fee / account holder | $1 | $416-99.7% | $4,510-100.0% | $504-99.8% |