Filed January 18, 2014
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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $74,360 | $75,183-1.1% | $123,892-40.0% | $55,167+34.8% |
| Participation rate | 100.0% | 72.8%+27.2pp | 81.4%+18.6pp | 69.0%+31.0pp |
| Annual return | 7.47% | 19.01%-11.5pp | 47.52%-40.0pp | 169.23%-161.8pp |
| Employer contribution / active EE | $1,889 | $2,823-33.1% | $4,617-59.1% | $1,963-3.7% |
| Participant deferral / active EE | $5,434 | $5,084+6.9% | $5,984-9.2% | $3,054+77.9% |
| Admin fee / account holder | $0 | $663-100.0% | $8,357-100.0% | $504-100.0% |