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 | $115,704 | $2,226,388-94.8% | $91,001+27.1% | $177,276-34.7% |
| Participation rate | 90.2% | 85.1%+5.1pp | 75.6%+14.6pp | 74.8%+15.4pp |
| Annual return | 15.21% | 20.16%-4.9pp | 4.60%+10.6pp | 21.25%-6.0pp |
| Employer contribution / active EE | $2,722 | $4,139-34.2% | $2,456+10.8% | $2,479+9.8% |
| Participant deferral / active EE | $5,639 | $6,423-12.2% | $3,547+59.0% | $3,881+45.3% |
| Admin fee / account holder | $0 | $1,921-100.0% | $5,417-100.0% | $154-100.0% |