Filed August 2, 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 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.
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 | $74,376 | $52,467+41.8% | $57,179+30.1% | $55,167+34.8% |
| Participation rate | 97.4% | 75.8%+21.6pp | 75.3%+22.1pp | 69.0%+28.4pp |
| Annual return | 6.03% | 7.72%-1.7pp | 14.59%-8.6pp | 169.23%-163.2pp |
| Employer contribution / active EE | $2,618 | $2,477+5.7% | $2,682-2.4% | $1,963+33.4% |
| Participant deferral / active EE | $3,929 | $2,830+38.8% | $3,096+26.9% | $3,054+28.6% |
| Admin fee / account holder | $0 | $269-100.0% | $3,139-100.0% | $504-100.0% |