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 | $170,735 | $94,339+81.0% | $75,670+125.6% | $177,276-3.7% |
| Participation rate | 93.8% | 80.3%+13.5pp | 72.3%+21.4pp | 74.8%+18.9pp |
| Annual return | 14.82% | 18.58%-3.8pp | 27.34%-12.5pp | 21.25%-6.4pp |
| Employer contribution / active EE | $4,774 | $2,982+60.1% | $2,352+103.0% | $2,479+92.6% |
| Participant deferral / active EE | $7,526 | $3,974+89.4% | $3,142+139.5% | $3,881+93.9% |
| Admin fee / account holder | $0 | $53-100.0% | $5,800-100.0% | $154-100.0% |