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 | $52,685 | $80,753-34.8% | $136,294-61.3% | $62,292-15.4% |
| Participation rate | 99.3% | 73.5%+25.7pp | 81.9%+17.4pp | 69.5%+29.8pp |
| Annual return | 14.45% | 35.83%-21.4pp | 5155.94%-5141.5pp | 28.90%-14.4pp |
| Employer contribution / active EE | $6,952 | $2,884+141.1% | $4,695+48.1% | $2,042+240.4% |
| Participant deferral / active EE | $0 | $5,164-100.0% | $6,247-100.0% | $3,169-100.0% |
| Admin fee / account holder | $14 | $525-97.4% | $9,243-99.9% | $479-97.2% |