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.
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 | $57,330 | $77,559-26.1% | $68,793-16.7% | $75,289-23.9% |
| Participation rate | 93.4% | 78.3%+15.1pp | 72.2%+21.2pp | 72.4%+21.0pp |
| Annual return | -4.54% | -1.01%-3.5pp | -4.63%+0.1pp | -0.04%-4.5pp |
| Employer contribution / active EE | $4,827 | $1,993+142.2% | $2,625+83.9% | $2,405+100.7% |
| Participant deferral / active EE | $4,922 | $3,128+57.3% | $3,311+48.6% | $3,739+31.6% |
| Admin fee / account holder | $0 | $90-100.0% | $5,131-100.0% | $102-100.0% |