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 | $96,006 | $80,753+18.9% | $136,294-29.6% | $62,292+54.1% |
| Participation rate | 88.5% | 73.5%+15.0pp | 81.9%+6.6pp | 69.5%+19.0pp |
| Annual return | 20.86% | 35.83%-15.0pp | 5155.94%-5135.1pp | 28.90%-8.0pp |
| Employer contribution / active EE | $1,715 | $2,884-40.5% | $4,695-63.5% | $2,042-16.0% |
| Participant deferral / active EE | $5,142 | $5,164-0.4% | $6,247-17.7% | $3,169+62.3% |
| Admin fee / account holder | $0 | $525-100.0% | $9,243-100.0% | $479-100.0% |