Filed December 21, 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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $54,262 | $43,423+25.0% | $78,689-31.0% | $55,167-1.6% |
| Participation rate | 84.3% | 68.0%+16.2pp | 73.6%+10.7pp | 69.0%+15.3pp |
| Annual return | 7.41% | 11.53%-4.1pp | 62.18%-54.8pp | 169.23%-161.8pp |
| Employer contribution / active EE | $573 | $1,997-71.3% | $2,851-79.9% | $1,963-70.8% |
| Participant deferral / active EE | $3,226 | $2,509+28.6% | $3,517-8.3% | $3,054+5.6% |
| Admin fee / account holder | $35 | $416-91.6% | $4,510-99.2% | $504-93.1% |