Filed October 22, 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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $54,344 | $58,758-7.5% | $70,014-22.4% | $63,975-15.1% |
| Participation rate | 84.7% | 77.5%+7.2pp | 71.8%+12.9pp | 71.1%+13.6pp |
| Annual return | 5.55% | 18.05%-12.5pp | 12.99%-7.4pp | 48.65%-43.1pp |
| Employer contribution / active EE | $707 | $1,973-64.2% | $2,338-69.8% | $2,182-67.6% |
| Participant deferral / active EE | $4,124 | $2,912+41.6% | $2,931+40.7% | $3,356+22.9% |
| Admin fee / account holder | $0 | $71-100.0% | $4,380-100.0% | $70-100.0% |