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 | $48,342 | $54,237-10.9% | $90,281-46.5% | $67,579-28.5% |
| Participation rate | 98.4% | 68.6%+29.8pp | 73.3%+25.2pp | 71.3%+27.1pp |
| Annual return | 16.85% | 37.27%-20.4pp | 78.10%-61.2pp | 378.56%-361.7pp |
| Employer contribution / active EE | $1,973 | $1,846+6.9% | $2,854-30.9% | $2,148-8.1% |
| Participant deferral / active EE | $3,166 | $2,625+20.6% | $3,885-18.5% | $3,539-10.5% |
| Admin fee / account holder | $9 | $123-93.1% | $5,351-99.8% | $142-94.0% |