Filed March 29, 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.
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 | $75,526 | $43,504+73.6% | $68,793+9.8% | $56,287+34.2% |
| Participation rate | 97.4% | 67.8%+29.6pp | 72.2%+25.2pp | 69.9%+27.6pp |
| Annual return | 5.90% | -3.15%+9.0pp | -4.63%+10.5pp | -9.96%+15.9pp |
| Employer contribution / active EE | $3,639 | $1,525+138.6% | $2,625+38.6% | $2,111+72.4% |
| Participant deferral / active EE | $3,718 | $2,509+48.2% | $3,311+12.3% | $3,350+11.0% |
| Admin fee / account holder | $4 | $515-99.2% | $5,131-99.9% | $521-99.2% |