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 | $87,204 | $98,982-11.9% | $162,163-46.2% | $65,185+33.8% |
| Participation rate | 82.2% | 85.8%-3.6pp | 87.6%-5.4pp | 70.2%+12.0pp |
| Annual return | 28.75% | 24.84%+3.9pp | 115.59%-86.8pp | 29.38%-0.6pp |
| Employer contribution / active EE | $1,535 | $3,467-55.7% | $5,614-72.7% | $2,177-29.5% |
| Participant deferral / active EE | $4,742 | $5,384-11.9% | $7,298-35.0% | $3,514+34.9% |
| Admin fee / account holder | $2 | $596-99.6% | $10,843-100.0% | $847-99.7% |