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 | $100,092 | $50,637+97.7% | $86,590+15.6% | $62,292+60.7% |
| Participation rate | 98.4% | 67.9%+30.5pp | 73.5%+24.9pp | 69.5%+28.9pp |
| Annual return | 44.21% | 20.80%+23.4pp | 964.84%-920.6pp | 28.90%+15.3pp |
| Employer contribution / active EE | $4,605 | $2,075+121.9% | $2,839+62.2% | $2,042+125.5% |
| Participant deferral / active EE | $4,717 | $2,611+80.7% | $3,609+30.7% | $3,169+48.9% |
| Admin fee / account holder | $3 | $413-99.2% | $4,906-99.9% | $479-99.3% |