Filed May 15, 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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $53,417 | $54,762-2.5% | $90,281-40.8% | $72,985-26.8% |
| Participation rate | 92.7% | 65.1%+27.6pp | 73.3%+19.5pp | 69.5%+23.2pp |
| Annual return | 5.72% | 30.63%-24.9pp | 78.10%-72.4pp | 81.00%-75.3pp |
| Employer contribution / active EE | $0 | $2,092-100.0% | $2,854-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,518 | $2,887+91.1% | $3,885+42.0% | $3,607+53.0% |
| Admin fee / account holder | $0 | $3,972-100.0% | $5,351-100.0% | $5,124-100.0% |