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 | $48,845 | $73,823-33.8% | $379,746-87.1% | $73,488-33.5% |
| Participation rate | 82.3% | 73.1%+9.1pp | 78.4%+3.8pp | 70.7%+11.6pp |
| Annual return | 11.03% | 29.06%-18.0pp | 34.90%-23.9pp | 28.51%-17.5pp |
| Employer contribution / active EE | $6,728 | $2,472+172.2% | $3,540+90.1% | $2,270+196.4% |
| Participant deferral / active EE | $3,179 | $4,038-21.3% | $6,024-47.2% | $3,740-15.0% |
| Admin fee / account holder | $40 | $607-93.4% | $7,927-99.5% | $513-92.2% |