Filed January 31, 2013
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $93,290 | $65,322+42.8% | $70,449+32.4% | $73,488+26.9% |
| Participation rate | 97.1% | 77.0%+20.2pp | 75.1%+22.1pp | 70.7%+26.5pp |
| Annual return | 4.84% | 15.71%-10.9pp | 109.03%-104.2pp | 28.51%-23.7pp |
| Employer contribution / active EE | $4,011 | $2,460+63.0% | $2,737+46.6% | $2,270+76.7% |
| Participant deferral / active EE | $3,632 | $3,375+7.6% | $3,709-2.1% | $3,740-2.9% |
| Admin fee / account holder | $0 | $214-100.0% | $3,845-100.0% | $513-100.0% |