Filed October 3, 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 | $60,036 | $46,100+30.2% | $86,590-30.7% | $69,631-13.8% |
| Participation rate | 99.6% | 67.2%+32.5pp | 73.5%+26.1pp | 70.7%+29.0pp |
| Annual return | 20.15% | 21.02%-0.9pp | 964.84%-944.7pp | 27571.02%-27550.9pp |
| Employer contribution / active EE | $4,911 | $1,850+165.5% | $2,839+73.0% | $2,032+141.7% |
| Participant deferral / active EE | $6,421 | $2,432+164.0% | $3,609+77.9% | $3,224+99.2% |
| Admin fee / account holder | $0 | $94-100.0% | $4,906-100.0% | $110-100.0% |