Filed September 20, 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 | $17,409 | $46,732-62.7% | $156,549-88.9% | $55,167-68.4% |
| Participation rate | 97.7% | 65.8%+31.9pp | 84.0%+13.7pp | 69.0%+28.7pp |
| Annual return | 6.67% | 17.72%-11.0pp | 32.23%-25.6pp | 169.23%-162.6pp |
| Employer contribution / active EE | $1,324 | $2,105-37.1% | $5,501-75.9% | $1,963-32.6% |
| Participant deferral / active EE | $2,200 | $2,204-0.2% | $4,871-54.8% | $3,054-28.0% |
| Admin fee / account holder | $1 | $418-99.8% | $13,027-100.0% | $504-99.8% |