Filed December 19, 2011 (most recent of 3 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 | $46,454 | $86,332-46.2% | $125,175-62.9% | $65,185-28.7% |
| Participation rate | 88.2% | 75.3%+12.9pp | 79.8%+8.4pp | 70.2%+18.0pp |
| Annual return | 22.02% | 27.43%-5.4pp | 43.79%-21.8pp | 29.38%-7.4pp |
| Employer contribution / active EE | $3,219 | $2,040+57.8% | $3,865-16.7% | $2,177+47.9% |
| Participant deferral / active EE | $2,345 | $3,537-33.7% | $4,937-52.5% | $3,514-33.3% |
| Admin fee / account holder | $21 | $609-96.6% | $9,702-99.8% | $847-97.5% |