Filed December 2, 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 | $72,283 | $65,322+10.7% | $70,449+2.6% | $73,488-1.6% |
| Participation rate | 99.3% | 77.0%+22.3pp | 75.1%+24.2pp | 70.7%+28.6pp |
| Annual return | 13.62% | 15.71%-2.1pp | 109.03%-95.4pp | 28.51%-14.9pp |
| Employer contribution / active EE | $2,617 | $2,460+6.4% | $2,737-4.4% | $2,270+15.3% |
| Participant deferral / active EE | $3,842 | $3,375+13.8% | $3,709+3.6% | $3,740+2.7% |
| Admin fee / account holder | $7 | $214-96.5% | $3,845-99.8% | $513-98.6% |