Filed October 4, 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 | $27,087 | $57,976-53.3% | $62,995-57.0% | $62,292-56.5% |
| Participation rate | 73.9% | 75.9%-2.0pp | 74.8%-0.9pp | 69.5%+4.4pp |
| Annual return | 19.51% | 17.54%+2.0pp | 87.57%-68.1pp | 28.90%-9.4pp |
| Employer contribution / active EE | $951 | $2,415-60.6% | $2,759-65.5% | $2,042-53.4% |
| Participant deferral / active EE | $2,262 | $2,956-23.5% | $3,329-32.1% | $3,169-28.6% |
| Admin fee / account holder | $0 | $276-100.0% | $3,600-100.0% | $479-100.0% |