Filed November 29, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $365,482 | $58,726+522.3% | $92,233+296.3% | $62,292+486.7% |
| Participation rate | 99.2% | 68.3%+30.8pp | 76.5%+22.7pp | 69.5%+29.6pp |
| Annual return | 13.61% | 43.62%-30.0pp | 176.28%-162.7pp | 28.90%-15.3pp |
| Employer contribution / active EE | $4 | $2,392-99.8% | $3,679-99.9% | $2,042-99.8% |
| Participant deferral / active EE | $0 | $2,766-100.0% | $3,897-100.0% | $3,169-100.0% |
| Admin fee / account holder | $3 | $556-99.5% | $5,194-100.0% | $479-99.5% |