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 | $69,855 | $63,905+9.3% | $74,183-5.8% | $57,658+21.2% |
| Participation rate | 80.0% | 79.8%+0.2pp | 76.6%+3.4pp | 70.2%+9.8pp |
| Annual return | 6.55% | 60.60%-54.1pp | 17.74%-11.2pp | 5.13%+1.4pp |
| Employer contribution / active EE | $991 | $1,840-46.2% | $2,370-58.2% | $1,974-49.8% |
| Participant deferral / active EE | $2,567 | $3,448-25.6% | $3,550-27.7% | $3,061-16.1% |
| Admin fee / account holder | $8 | $91-90.9% | $5,586-99.9% | $95-91.2% |