Filed May 15, 2013
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 | $70,529 | $43,423+62.4% | $78,689-10.4% | $55,167+27.8% |
| Participation rate | 97.6% | 68.0%+29.6pp | 73.6%+24.0pp | 69.0%+28.6pp |
| Annual return | 6.40% | 11.53%-5.1pp | 62.18%-55.8pp | 169.23%-162.8pp |
| Employer contribution / active EE | $4,468 | $1,997+123.8% | $2,851+56.8% | $1,963+127.7% |
| Participant deferral / active EE | $3,311 | $2,509+32.0% | $3,517-5.8% | $3,054+8.4% |
| Admin fee / account holder | $0 | $416-100.0% | $4,510-100.0% | $504-100.0% |