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 | $72,987 | $65,708+11.1% | $76,817-5.0% | $77,787-6.2% |
| Participation rate | 95.1% | 79.0%+16.1pp | 72.1%+23.0pp | 73.2%+21.9pp |
| Annual return | 18.64% | 49.86%-31.2pp | 1166.11%-1147.5pp | 32.57%-13.9pp |
| Employer contribution / active EE | $7,759 | $2,167+258.0% | $2,302+237.0% | $2,504+209.8% |
| Participant deferral / active EE | $5,172 | $3,254+59.0% | $3,336+55.0% | $3,967+30.4% |
| Admin fee / account holder | $0 | $91-100.0% | $6,420-100.0% | $100-100.0% |