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 | $204,275 | $50,637+303.4% | $86,590+135.9% | $62,292+227.9% |
| Participation rate | 96.4% | 67.9%+28.5pp | 73.5%+22.8pp | 69.5%+26.9pp |
| Annual return | 17.14% | 20.80%-3.7pp | 964.84%-947.7pp | 28.90%-11.8pp |
| Employer contribution / active EE | $14,500 | $2,075+598.7% | $2,839+410.7% | $2,042+610.0% |
| Participant deferral / active EE | $12,798 | $2,611+390.1% | $3,609+254.6% | $3,169+303.8% |
| Admin fee / account holder | $1 | $413-99.8% | $4,906-100.0% | $479-99.8% |