Filed May 15, 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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $48,152 | $75,183-36.0% | $123,892-61.1% | $55,167-12.7% |
| Participation rate | 98.3% | 72.8%+25.5pp | 81.4%+16.9pp | 69.0%+29.4pp |
| Annual return | 6.59% | 19.01%-12.4pp | 47.52%-40.9pp | 169.23%-162.6pp |
| Employer contribution / active EE | $7,353 | $2,823+160.4% | $4,617+59.3% | $1,963+274.6% |
| Participant deferral / active EE | $0 | $5,084-100.0% | $5,984-100.0% | $3,054-100.0% |
| Admin fee / account holder | $9 | $663-98.7% | $8,357-99.9% | $504-98.2% |