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 | $75,116 | $65,557+14.6% | $64,056+17.3% | $71,457+5.1% |
| Participation rate | 92.1% | 73.2%+18.9pp | 72.3%+19.8pp | 67.9%+24.2pp |
| Annual return | 17.82% | 18.94%-1.1pp | 33.69%-15.9pp | 28.85%-11.0pp |
| Employer contribution / active EE | $2,781 | $2,669+4.2% | $2,747+1.3% | $2,588+7.5% |
| Participant deferral / active EE | $6,736 | $3,626+85.8% | $3,880+73.6% | $4,289+57.1% |
| Admin fee / account holder | $0 | $616-100.0% | $3,068-100.0% | $1,587-100.0% |