Filed April 11, 2011 (most recent of 2 filings on file)
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 | $107,920 | $225,489-52.1% | $81,930+31.7% | $93,223+15.8% |
| Participation rate | 82.7% | 80.7%+2.0pp | 72.0%+10.7pp | 74.9%+7.8pp |
| Annual return | 22.96% | 14.44%+8.5pp | 29.49%-6.5pp | 19.29%+3.7pp |
| Employer contribution / active EE | $3,999 | $3,151+26.9% | $4,310-7.2% | $2,680+49.2% |
| Participant deferral / active EE | $4,510 | $4,408+2.3% | $7,107-36.5% | $4,563-1.2% |
| Admin fee / account holder | $9 | $185-95.3% | $5,158-99.8% | $79-89.1% |