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 | $150,505 | $58,927+155.4% | $76,817+95.9% | $72,985+106.2% |
| Participation rate | 100.0% | 67.3%+32.7pp | 72.1%+27.9pp | 69.5%+30.5pp |
| Annual return | 18.56% | 2305.64%-2287.1pp | 1166.11%-1147.6pp | 81.00%-62.4pp |
| Employer contribution / active EE | $9,640 | $1,787+439.5% | $2,302+318.7% | $2,440+295.1% |
| Participant deferral / active EE | $4,307 | $2,690+60.1% | $3,336+29.1% | $3,607+19.4% |
| Admin fee / account holder | $0 | $4,013-100.0% | $6,420-100.0% | $5,124-100.0% |