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 | $155,486 | $87,358+78.0% | $68,793+126.0% | $68,904+125.7% |
| Participation rate | 94.7% | 80.2%+14.5pp | 72.2%+22.5pp | 74.1%+20.6pp |
| Annual return | -5.08% | -3.98%-1.1pp | -4.63%-0.5pp | 1.07%-6.2pp |
| Employer contribution / active EE | $4,753 | $3,082+54.2% | $2,625+81.1% | $2,540+87.1% |
| Participant deferral / active EE | $7,557 | $4,259+77.4% | $3,311+128.2% | $4,015+88.2% |
| Admin fee / account holder | $0 | $68-100.0% | $5,131-100.0% | $71-100.0% |