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 | $104,369 | $93,283+11.9% | $77,163+35.3% | $103,482+0.9% |
| Participation rate | 81.4% | 79.3%+2.2pp | 69.6%+11.8pp | 73.3%+8.1pp |
| Annual return | 19.27% | 17.40%+1.9pp | 37.87%-18.6pp | 33.11%-13.8pp |
| Employer contribution / active EE | $4,306 | $3,170+35.9% | $2,535+69.9% | $3,208+34.2% |
| Participant deferral / active EE | $4,935 | $4,624+6.7% | $3,833+28.7% | $5,207-5.2% |
| Admin fee / account holder | $55 | $78-30.4% | $5,472-99.0% | $114-52.2% |