Filed October 15, 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 8-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 | $55,108 | $50,637+8.8% | $86,590-36.4% | $62,292-11.5% |
| Participation rate | 95.7% | 67.9%+27.8pp | 73.5%+22.1pp | 69.5%+26.1pp |
| Annual return | 12.75% | 20.80%-8.0pp | 964.84%-952.1pp | 28.90%-16.1pp |
| Employer contribution / active EE | $0 | $2,075-100.0% | $2,839-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $4,059 | $2,611+55.5% | $3,609+12.5% | $3,169+28.1% |
| Admin fee / account holder | $0 | $413-100.0% | $4,906-100.0% | $479-100.0% |