Filed February 13, 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.
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 | $92,313 | $49,227+87.5% | $70,449+31.0% | $79,858+15.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 40.29% | 30.06%+10.2pp | 109.03%-68.7pp | 31.71%+8.6pp |
| Employer contribution / active EE | $3,738 | $2,099+78.1% | $2,737+36.6% | $2,471+51.3% |
| Participant deferral / active EE | $6,713 | $2,768+142.5% | $3,709+81.0% | $3,740+79.5% |
| Admin fee / account holder | $0 | $2,878-100.0% | $3,845-100.0% | $5,306-100.0% |