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 | $89,890 | $74,552+20.6% | $62,995+42.7% | $69,631+29.1% |
| Participation rate | 93.0% | 78.3%+14.7pp | 74.8%+18.2pp | 70.7%+22.3pp |
| Annual return | 13.17% | 15.77%-2.6pp | 87.57%-74.4pp | 27571.02%-27557.8pp |
| Employer contribution / active EE | $2,545 | $2,929-13.1% | $2,759-7.8% | $2,032+25.2% |
| Participant deferral / active EE | $2,194 | $2,974-26.3% | $3,329-34.1% | $3,224-32.0% |
| Admin fee / account holder | $0 | $59-100.0% | $3,600-100.0% | $110-100.0% |