Filed March 5, 2013 (most recent of 8 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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,812 | $89,739-16.6% | $149,718-50.0% | $62,292+20.1% |
| Participation rate | 83.2% | 85.1%-1.9pp | 87.1%-3.9pp | 69.5%+13.7pp |
| Annual return | 17.85% | 21.01%-3.2pp | 1501.63%-1483.8pp | 28.90%-11.0pp |
| Employer contribution / active EE | $1,180 | $3,233-63.5% | $5,445-78.3% | $2,042-42.2% |
| Participant deferral / active EE | $4,289 | $4,797-10.6% | $6,569-34.7% | $3,169+35.3% |
| Admin fee / account holder | $0 | $551-100.0% | $11,283-100.0% | $479-100.0% |