Filed August 23, 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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $170,568 | $105,247+62.1% | $87,100+95.8% | $77,787+119.3% |
| Participation rate | 99.6% | 85.8%+13.8pp | 76.9%+22.7pp | 73.2%+26.4pp |
| Annual return | 25.27% | 24.52%+0.8pp | 28.19%-2.9pp | 32.57%-7.3pp |
| Employer contribution / active EE | $6,957 | $2,895+140.4% | $2,521+175.9% | $2,504+177.8% |
| Participant deferral / active EE | $9,060 | $5,060+79.1% | $4,049+123.8% | $3,967+128.4% |
| Admin fee / account holder | -$27 | $104-126.1% | $7,497-100.4% | $100-127.2% |