Filed January 25, 2013 (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 | $44,358 | $64,919-31.7% | $392,568-88.7% | $65,185-32.0% |
| Participation rate | 79.0% | 72.0%+7.0pp | 78.1%+0.9pp | 70.2%+8.8pp |
| Annual return | 18.31% | 26.09%-7.8pp | 24.42%-6.1pp | 29.38%-11.1pp |
| Employer contribution / active EE | $8,591 | $2,374+261.8% | $3,783+127.1% | $2,177+294.7% |
| Participant deferral / active EE | $3,200 | $3,668-12.8% | $5,985-46.5% | $3,514-8.9% |
| Admin fee / account holder | $36 | $634-94.4% | $6,260-99.4% | $847-95.8% |