Filed January 26, 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.
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 | $74,784 | $53,822+38.9% | $75,696-1.2% | $85,850-12.9% |
| Participation rate | 96.7% | 69.1%+27.6pp | 74.8%+21.8pp | 69.3%+27.4pp |
| Annual return | 13.83% | 24.54%-10.7pp | 104.53%-90.7pp | 318.53%-304.7pp |
| Employer contribution / active EE | $2,678 | $2,017+32.8% | $2,743-2.3% | $2,565+4.4% |
| Participant deferral / active EE | $6,084 | $2,895+110.1% | $3,821+59.2% | $3,952+54.0% |
| Admin fee / account holder | $0 | $3,343-100.0% | $3,619-100.0% | $6,260-100.0% |