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 | $64,965 | $42,894+51.5% | $60,874+6.7% | $68,494-5.2% |
| Participation rate | 97.8% | 66.8%+31.0pp | 73.1%+24.7pp | 67.9%+29.9pp |
| Annual return | -13.39% | -13.98%+0.6pp | 16.90%-30.3pp | -7.84%-5.5pp |
| Employer contribution / active EE | $2,712 | $1,978+37.1% | $2,701+0.4% | $2,596+4.4% |
| Participant deferral / active EE | $6,648 | $2,867+131.9% | $3,817+74.2% | $4,027+65.1% |
| Admin fee / account holder | $0 | $3,101-100.0% | $3,224-100.0% | $5,403-100.0% |