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 | $86,935 | $69,763+24.6% | $67,502+28.8% | $74,495+16.7% |
| Participation rate | 94.5% | 71.4%+23.1pp | 72.9%+21.6pp | 67.2%+27.3pp |
| Annual return | 14.54% | -40.34%+54.9pp | 3512.12%-3497.6pp | 1364.94%-1350.4pp |
| Employer contribution / active EE | $2,680 | $2,704-0.9% | $2,731-1.9% | $2,623+2.2% |
| Participant deferral / active EE | $6,586 | $3,636+81.1% | $4,000+64.7% | $4,346+51.5% |
| Admin fee / account holder | $0 | $896-100.0% | $3,998-100.0% | $1,942-100.0% |