Filed November 3, 2013 (most recent of 2 filings on file)
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 4-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.
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction. $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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,141 | $111,064-88.2% | $67,652-80.6% | $69,651-81.1% |
| Participation rate | 99.7% | 86.0%+13.7pp | 75.7%+24.0pp | 66.6%+33.1pp |
| Annual return | -2.22% | 2.77%-5.0pp | 6625.04%-6627.3pp | 53.77%-56.0pp |
| Employer contribution / active EE | $3,141 | $3,328-5.6% | $2,266+38.7% | $2,241+40.2% |
| Participant deferral / active EE | $0 | $6,396-100.0% | $3,560-100.0% | $3,635-100.0% |
| Admin fee / account holder | $0 | $72-100.0% | $4,821-100.0% | $63-100.0% |