Filed February 11, 2011
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 | $124,707 | $50,385+147.5% | $75,670+64.8% | $62,292+100.2% |
| Participation rate | 100.0% | 67.7%+32.3pp | 72.3%+27.7pp | 69.5%+30.5pp |
| Annual return | 13.49% | 19.90%-6.4pp | 27.34%-13.9pp | 28.90%-15.4pp |
| Employer contribution / active EE | $8,585 | $1,537+458.5% | $2,352+265.0% | $2,042+320.4% |
| Participant deferral / active EE | $4,245 | $2,445+73.6% | $3,142+35.1% | $3,169+34.0% |
| Admin fee / account holder | $0 | $384-100.0% | $5,800-100.0% | $479-100.0% |