Filed August 15, 2012 (most recent of 2 filings on file)
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 | $82,359 | $67,166+22.6% | $57,343+43.6% | $55,191+49.2% |
| Participation rate | 99.0% | 77.7%+21.3pp | 75.1%+23.9pp | 69.2%+29.8pp |
| Annual return | 2.12% | 4.22%-2.1pp | 24.39%-22.3pp | 10.78%-8.7pp |
| Employer contribution / active EE | $2,540 | $2,812-9.7% | $2,689-5.5% | $1,899+33.8% |
| Participant deferral / active EE | $2,033 | $2,835-28.3% | $3,162-35.7% | $3,046-33.3% |
| Admin fee / account holder | $0 | $44-100.0% | $3,356-100.0% | $91-100.0% |