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 | $59,151 | $123,286-52.0% | $75,670-21.8% | $77,958-24.1% |
| Participation rate | 87.3% | 78.8%+8.5pp | 72.3%+14.9pp | 71.6%+15.6pp |
| Annual return | 12.59% | 20.45%-7.9pp | 27.34%-14.8pp | 20.87%-8.3pp |
| Employer contribution / active EE | $714 | $2,035-64.9% | $2,352-69.7% | $2,310-69.1% |
| Participant deferral / active EE | $4,105 | $3,095+32.6% | $3,142+30.7% | $3,537+16.1% |
| Admin fee / account holder | $0 | $144-100.0% | $5,800-100.0% | $97-100.0% |