Filed August 11, 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.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $386,850 | $213,957+80.8% | $149,696+158.4% | - |
| Participation rate | 98.0% | 79.5%+18.5pp | 82.5%+15.5pp | - |
| Annual return | 18.09% | 9.83%+8.3pp | 276.60%-258.5pp | - |
| Employer contribution / active EE | $23,098 | $3,868+497.1% | $4,644+397.3% | - |
| Participant deferral / active EE | $13,757 | $6,177+122.7% | $6,842+101.1% | - |
| Admin fee / account holder | $8 | $24,510-100.0% | $9,309-99.9% | - |