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 | $98,295 | $95,542+2.9% | $69,455+41.5% | $67,579+45.5% |
| Participation rate | 98.0% | 79.4%+18.6pp | 74.6%+23.4pp | 71.3%+26.7pp |
| Annual return | 18.38% | 17.67%+0.7pp | 28.97%-10.6pp | 378.56%-360.2pp |
| Employer contribution / active EE | $2,675 | $2,989-10.5% | $2,779-3.8% | $2,148+24.5% |
| Participant deferral / active EE | $2,163 | $3,263-33.7% | $3,535-38.8% | $3,539-38.9% |
| Admin fee / account holder | $0 | $90-100.0% | $3,839-100.0% | $142-100.0% |