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 | $178,235 | $92,153+93.4% | $76,817+132.0% | $82,204+116.8% |
| Participation rate | 95.2% | 79.4%+15.7pp | 72.1%+23.1pp | 73.4%+21.8pp |
| Annual return | 20.10% | 21.12%-1.0pp | 1166.11%-1146.0pp | 26.31%-6.2pp |
| Employer contribution / active EE | $5,257 | $3,043+72.8% | $2,302+128.4% | $2,707+94.2% |
| Participant deferral / active EE | $8,301 | $4,304+92.9% | $3,336+148.9% | $4,246+95.5% |
| Admin fee / account holder | $0 | $70-100.0% | $6,420-100.0% | $76-100.0% |