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 | $107,936 | $84,948+27.1% | $70,449+53.2% | $73,409+47.0% |
| Participation rate | 97.2% | 79.9%+17.2pp | 75.1%+22.1pp | 72.2%+25.0pp |
| Annual return | 12.33% | 13.39%-1.1pp | 109.03%-96.7pp | 59.29%-47.0pp |
| Employer contribution / active EE | $2,534 | $2,834-10.6% | $2,737-7.4% | $2,234+13.4% |
| Participant deferral / active EE | $1,996 | $3,387-41.1% | $3,709-46.2% | $3,805-47.6% |
| Admin fee / account holder | $0 | $98-100.0% | $3,845-100.0% | $158-100.0% |