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 | $82,277 | $72,066+14.2% | $81,930+0.4% | $90,288-8.9% |
| Participation rate | 94.5% | 78.9%+15.6pp | 72.0%+22.5pp | 73.4%+21.1pp |
| Annual return | 11.90% | 15.92%-4.0pp | 29.49%-17.6pp | 53.97%-42.1pp |
| Employer contribution / active EE | $8,052 | $2,335+244.9% | $4,310+86.8% | $2,524+219.0% |
| Participant deferral / active EE | $5,673 | $3,557+59.5% | $7,107-20.2% | $4,232+34.0% |
| Admin fee / account holder | $0 | $92-100.0% | $5,158-100.0% | $114-100.0% |