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 | $20,019 | $55,453-63.9% | $170,442-88.3% | $62,292-67.9% |
| Participation rate | 94.1% | 66.4%+27.7pp | 83.6%+10.5pp | 69.5%+24.5pp |
| Annual return | 15.92% | 21.38%-5.5pp | 205.93%-190.0pp | 28.90%-13.0pp |
| Employer contribution / active EE | $1,306 | $2,164-39.6% | $5,433-76.0% | $2,042-36.0% |
| Participant deferral / active EE | $2,154 | $2,303-6.4% | $4,939-56.4% | $3,169-32.0% |
| Admin fee / account holder | $0 | $455-100.0% | $13,880-100.0% | $479-100.0% |