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 | $99,916 | $69,305+44.2% | $82,313+21.4% | $69,631+43.5% |
| Participation rate | 86.7% | 80.3%+6.4pp | 76.9%+9.8pp | 70.7%+16.0pp |
| Annual return | 16.06% | 21.47%-5.4pp | 25.88%-9.8pp | 27571.02%-27555.0pp |
| Employer contribution / active EE | $1,387 | $1,887-26.5% | $2,428-42.9% | $2,032-31.8% |
| Participant deferral / active EE | $3,747 | $3,568+5.0% | $3,706+1.1% | $3,224+16.2% |
| Admin fee / account holder | $11 | $97-88.7% | $5,608-99.8% | $110-90.1% |