Filed April 1, 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 | $69,900 | $72,770-3.9% | $67,652+3.3% | $55,191+26.6% |
| Participation rate | 75.9% | 78.8%-2.8pp | 75.7%+0.3pp | 69.2%+6.8pp |
| Annual return | 0.22% | -3.26%+3.5pp | 6625.04%-6624.8pp | 10.78%-10.6pp |
| Employer contribution / active EE | $892 | $1,769-49.6% | $2,266-60.6% | $1,899-53.0% |
| Participant deferral / active EE | $2,400 | $3,408-29.6% | $3,560-32.6% | $3,046-21.2% |
| Admin fee / account holder | $14 | $79-81.9% | $4,821-99.7% | $91-84.2% |