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 | $86,561 | $70,083+23.5% | $59,878+44.6% | $55,725+55.3% |
| Participation rate | 97.6% | 78.4%+19.2pp | 74.7%+22.9pp | 70.9%+26.7pp |
| Annual return | -2.90% | 3.13%-6.0pp | 3.46%-6.4pp | 244.93%-247.8pp |
| Employer contribution / active EE | $2,714 | $2,878-5.7% | $2,722-0.3% | $2,078+30.6% |
| Participant deferral / active EE | $2,117 | $3,079-31.3% | $3,402-37.8% | $3,356-36.9% |
| Admin fee / account holder | $0 | $70-100.0% | $3,590-100.0% | $115-100.0% |