Filed October 21, 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $197,288 | $87,358+125.8% | $68,793+186.8% | $68,904+186.3% |
| Participation rate | 99.9% | 80.2%+19.7pp | 72.2%+27.6pp | 74.1%+25.7pp |
| Annual return | -11.25% | -3.98%-7.3pp | -4.63%-6.6pp | 1.07%-12.3pp |
| Employer contribution / active EE | $7,787 | $3,082+152.6% | $2,625+196.6% | $2,540+206.5% |
| Participant deferral / active EE | $9,445 | $4,259+121.7% | $3,311+185.2% | $4,015+135.2% |
| Admin fee / account holder | $55 | $68-18.4% | $5,131-98.9% | $71-22.7% |