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 | $245,015 | $72,066+240.0% | $81,930+199.1% | $90,288+171.4% |
| Participation rate | 99.7% | 78.9%+20.8pp | 72.0%+27.7pp | 73.4%+26.4pp |
| Annual return | 11.09% | 15.92%-4.8pp | 29.49%-18.4pp | 53.97%-42.9pp |
| Employer contribution / active EE | $8,266 | $2,335+254.0% | $4,310+91.8% | $2,524+227.5% |
| Participant deferral / active EE | $10,135 | $3,557+185.0% | $7,107+42.6% | $4,232+139.5% |
| Admin fee / account holder | $55 | $92-40.6% | $5,158-98.9% | $114-51.8% |