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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,090 | $111,651+5.8% | $86,874+35.9% | $101,517+16.3% |
| Participation rate | 83.4% | 83.2%+0.1pp | 71.6%+11.7pp | 74.6%+8.8pp |
| Annual return | 15.25% | 19.55%-4.3pp | 63.52%-48.3pp | 21.00%-5.7pp |
| Employer contribution / active EE | $4,187 | $3,410+22.8% | $2,495+67.8% | $2,973+40.8% |
| Participant deferral / active EE | $4,741 | $4,831-1.9% | $3,699+28.2% | $4,873-2.7% |
| Admin fee / account holder | $8 | $79-89.7% | $5,828-99.9% | $139-94.2% |