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 | $47,244 | $68,408-30.9% | $57,179-17.4% | $57,658-18.1% |
| Participation rate | 95.3% | 79.1%+16.2pp | 75.3%+20.0pp | 70.2%+25.1pp |
| Annual return | 16.67% | 8.51%+8.2pp | 14.59%+2.1pp | 5.13%+11.5pp |
| Employer contribution / active EE | $4,200 | $2,869+46.4% | $2,682+56.6% | $1,974+112.8% |
| Participant deferral / active EE | $1,915 | $2,903-34.0% | $3,096-38.1% | $3,061-37.4% |
| Admin fee / account holder | $0 | $70-100.0% | $3,139-100.0% | $95-100.0% |