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 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 | $40,324 | $44,873-10.1% | $79,464-49.3% | $56,287-28.4% |
| Participation rate | 99.6% | 68.7%+30.8pp | 73.3%+26.2pp | 69.9%+29.7pp |
| Annual return | -4.02% | 0.81%-4.8pp | 718.14%-722.2pp | -9.96%+5.9pp |
| Employer contribution / active EE | $1,049 | $2,140-51.0% | $2,800-62.5% | $2,111-50.3% |
| Participant deferral / active EE | $0 | $2,746-100.0% | $3,704-100.0% | $3,350-100.0% |
| Admin fee / account holder | $2 | $418-99.5% | $5,113-100.0% | $521-99.6% |