Filed October 5, 2011
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 | $109,670 | $60,795+80.4% | $69,455+57.9% | $65,185+68.2% |
| Participation rate | 99.5% | 74.9%+24.6pp | 74.6%+24.9pp | 70.2%+29.3pp |
| Annual return | 15.81% | 17.46%-1.6pp | 28.97%-13.2pp | 29.38%-13.6pp |
| Employer contribution / active EE | $3,869 | $2,452+57.8% | $2,779+39.2% | $2,177+77.7% |
| Participant deferral / active EE | $4,653 | $3,162+47.2% | $3,535+31.6% | $3,514+32.4% |
| Admin fee / account holder | $19 | $314-94.0% | $3,839-99.5% | $847-97.8% |