Filed January 3, 2012
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $21,895 | $60,795-64.0% | $69,455-68.5% | $65,185-66.4% |
| Participation rate | 74.8% | 74.9%-0.1pp | 74.6%+0.2pp | 70.2%+4.6pp |
| Annual return | 4.16% | 17.46%-13.3pp | 28.97%-24.8pp | 29.38%-25.2pp |
| Employer contribution / active EE | $1,090 | $2,452-55.6% | $2,779-60.8% | $2,177-49.9% |
| Participant deferral / active EE | $2,356 | $3,162-25.5% | $3,535-33.4% | $3,514-33.0% |
| Admin fee / account holder | $30 | $314-90.3% | $3,839-99.2% | $847-96.4% |