Filed February 15, 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.
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 | $27,269 | $65,322-58.3% | $70,449-61.3% | $73,488-62.9% |
| Participation rate | 95.4% | 77.0%+18.4pp | 75.1%+20.3pp | 70.7%+24.7pp |
| Annual return | 18.48% | 15.71%+2.8pp | 109.03%-90.5pp | 28.51%-10.0pp |
| Employer contribution / active EE | $3,922 | $2,460+59.5% | $2,737+43.3% | $2,270+72.8% |
| Participant deferral / active EE | $2,960 | $3,375-12.3% | $3,709-20.2% | $3,740-20.8% |
| Admin fee / account holder | $2 | $214-99.3% | $3,845-100.0% | $513-99.7% |