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 | $195,300 | $225,489-13.4% | $81,930+138.4% | $93,223+109.5% |
| Participation rate | 95.6% | 80.7%+14.9pp | 72.0%+23.6pp | 74.9%+20.7pp |
| Annual return | 13.17% | 14.44%-1.3pp | 29.49%-16.3pp | 19.29%-6.1pp |
| Employer contribution / active EE | $7,909 | $3,151+151.0% | $4,310+83.5% | $2,680+195.2% |
| Participant deferral / active EE | $9,064 | $4,408+105.6% | $7,107+27.5% | $4,563+98.6% |
| Admin fee / account holder | $0 | $185-100.0% | $5,158-100.0% | $79-100.0% |