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 | $30,645 | $66,124-53.7% | $90,404-66.1% | $73,488-58.3% |
| Participation rate | 88.0% | 69.7%+18.3pp | 72.7%+15.3pp | 70.7%+17.3pp |
| Annual return | 14.24% | 17.65%-3.4pp | 1293.02%-1278.8pp | 28.51%-14.3pp |
| Employer contribution / active EE | $1,327 | $2,346-43.5% | $3,262-59.3% | $2,270-41.6% |
| Participant deferral / active EE | $3,330 | $3,039+9.6% | $3,963-16.0% | $3,740-11.0% |
| Admin fee / account holder | $0 | $396-100.0% | $5,611-100.0% | $513-100.0% |