Filed August 2, 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 | $107,466 | $117,928-8.9% | $77,999+37.8% | $65,292+64.6% |
| Participation rate | 91.1% | 85.6%+5.5pp | 75.5%+15.5pp | 72.4%+18.6pp |
| Annual return | 7.10% | 11.37%-4.3pp | 425.96%-418.9pp | 11.84%-4.7pp |
| Employer contribution / active EE | $2,390 | $3,999-40.2% | $2,470-3.2% | $2,302+3.8% |
| Participant deferral / active EE | $5,089 | $5,945-14.4% | $3,497+45.5% | $3,579+42.2% |
| Admin fee / account holder | $0 | $66-100.0% | $5,480-100.0% | $57-100.0% |