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 | $30,397 | $51,620-41.1% | $90,281-66.3% | $65,185-53.4% |
| Participation rate | 83.3% | 68.6%+14.7pp | 73.3%+10.1pp | 70.2%+13.1pp |
| Annual return | 21.99% | 24.94%-2.9pp | 78.10%-56.1pp | 29.38%-7.4pp |
| Employer contribution / active EE | $1,299 | $2,235-41.9% | $2,854-54.5% | $2,177-40.3% |
| Participant deferral / active EE | $2,746 | $2,871-4.3% | $3,885-29.3% | $3,514-21.9% |
| Admin fee / account holder | $0 | $384-100.0% | $5,351-100.0% | $847-100.0% |