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 | $50,165 | $51,620-2.8% | $90,281-44.4% | $65,185-23.0% |
| Participation rate | 99.6% | 68.6%+30.9pp | 73.3%+26.3pp | 70.2%+29.4pp |
| Annual return | 17.41% | 24.94%-7.5pp | 78.10%-60.7pp | 29.38%-12.0pp |
| Employer contribution / active EE | $1,073 | $2,235-52.0% | $2,854-62.4% | $2,177-50.7% |
| Participant deferral / active EE | $0 | $2,871-100.0% | $3,885-100.0% | $3,514-100.0% |
| Admin fee / account holder | $5 | $384-98.8% | $5,351-99.9% | $847-99.5% |