Filed April 11, 2012
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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $86,832 | $88,122-1.5% | $141,162-38.5% | $67,579+28.5% |
| Participation rate | 93.1% | 76.5%+16.7pp | 82.5%+10.7pp | 71.3%+21.8pp |
| Annual return | 26.79% | 75.40%-48.6pp | 71.39%-44.6pp | 378.56%-351.8pp |
| Employer contribution / active EE | $7,598 | $3,224+135.6% | $4,735+60.5% | $2,148+253.8% |
| Participant deferral / active EE | $12,136 | $5,958+103.7% | $6,709+80.9% | $3,539+242.9% |
| Admin fee / account holder | $129 | $131-1.5% | $10,261-98.7% | $142-9.4% |