Filed November 14, 2013 (most recent of 2 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.
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 | $29,841 | $49,177-39.3% | $79,464-62.4% | $64,186-53.5% |
| Participation rate | 79.6% | 65.0%+14.5pp | 73.3%+6.2pp | 69.6%+10.0pp |
| Annual return | -6.66% | -1.16%-5.5pp | 718.14%-724.8pp | 7.63%-14.3pp |
| Employer contribution / active EE | $1,155 | $2,076-44.4% | $2,800-58.7% | $2,381-51.5% |
| Participant deferral / active EE | $3,178 | $2,821+12.6% | $3,704-14.2% | $3,470-8.4% |
| Admin fee / account holder | $0 | $3,839-100.0% | $5,113-100.0% | $4,888-100.0% |