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 | $139,073 | $106,649+30.4% | $80,019+73.8% | $68,904+101.8% |
| Participation rate | 94.1% | 88.1%+5.9pp | 75.8%+18.2pp | 74.1%+19.9pp |
| Annual return | 35.93% | -0.87%+36.8pp | 11.22%+24.7pp | 1.07%+34.9pp |
| Employer contribution / active EE | $2,435 | $4,132-41.1% | $2,468-1.4% | $2,540-4.2% |
| Participant deferral / active EE | $5,051 | $6,395-21.0% | $3,686+37.0% | $4,015+25.8% |
| Admin fee / account holder | $0 | $58-100.0% | $6,521-100.0% | $71-100.0% |