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 | $42,218 | $43,999-4.0% | $79,464-46.9% | $55,725-24.2% |
| Participation rate | 98.4% | 66.9%+31.5pp | 73.3%+25.1pp | 70.9%+27.6pp |
| Annual return | -2.66% | 1.81%-4.5pp | 718.14%-720.8pp | 244.93%-247.6pp |
| Employer contribution / active EE | $1,970 | $1,830+7.7% | $2,800-29.7% | $2,078-5.2% |
| Participant deferral / active EE | $3,449 | $2,538+35.9% | $3,704-6.9% | $3,356+2.8% |
| Admin fee / account holder | $3 | $118-97.3% | $5,113-99.9% | $115-97.3% |