Filed January 9, 2013 (most recent of 3 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 9-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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,482 | $95,776-41.0% | $162,163-65.2% | $77,787-27.4% |
| Participation rate | 97.2% | 88.6%+8.5pp | 87.6%+9.6pp | 73.2%+24.0pp |
| Annual return | 22.73% | 37.03%-14.3pp | 115.59%-92.9pp | 32.57%-9.8pp |
| Employer contribution / active EE | $1,970 | $3,874-49.1% | $5,614-64.9% | $2,504-21.3% |
| Participant deferral / active EE | $3,754 | $6,125-38.7% | $7,298-48.6% | $3,967-5.4% |
| Admin fee / account holder | $32 | $88-63.2% | $10,843-99.7% | $100-67.8% |