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 | $35,146 | $70,908-50.4% | $98,907-64.5% | $73,488-52.2% |
| Participation rate | 76.9% | 73.8%+3.1pp | 76.0%+0.9pp | 70.7%+6.2pp |
| Annual return | 12.41% | 34.17%-21.8pp | 196.43%-184.0pp | 28.51%-16.1pp |
| Employer contribution / active EE | $1,664 | $2,036-18.3% | $2,689-38.1% | $2,270-26.7% |
| Participant deferral / active EE | $2,790 | $3,500-20.3% | $4,244-34.3% | $3,740-25.4% |
| Admin fee / account holder | $11 | $535-97.9% | $6,642-99.8% | $513-97.8% |