Filed November 3, 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.
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 | $36,533 | $46,072-20.7% | $70,014-47.8% | $55,167-33.8% |
| Participation rate | 100.0% | 67.5%+32.5pp | 71.8%+28.2pp | 69.0%+31.0pp |
| Annual return | 18.89% | 8.68%+10.2pp | 12.99%+5.9pp | 169.23%-150.3pp |
| Employer contribution / active EE | $2,111 | $1,500+40.8% | $2,338-9.7% | $1,963+7.6% |
| Participant deferral / active EE | $4,035 | $2,344+72.2% | $2,931+37.7% | $3,054+32.1% |
| Admin fee / account holder | $9 | $428-97.8% | $4,380-99.8% | $504-98.1% |