Filed December 17, 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 | $40,753 | $67,166-39.3% | $57,343-28.9% | $55,191-26.2% |
| Participation rate | 82.8% | 77.7%+5.1pp | 75.1%+7.7pp | 69.2%+13.6pp |
| Annual return | 3.62% | 4.22%-0.6pp | 24.39%-20.8pp | 10.78%-7.2pp |
| Employer contribution / active EE | $3,434 | $2,812+22.1% | $2,689+27.7% | $1,899+80.8% |
| Participant deferral / active EE | $1,479 | $2,835-47.8% | $3,162-53.2% | $3,046-51.4% |
| Admin fee / account holder | $0 | $44-100.0% | $3,356-100.0% | $91-100.0% |