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.
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 | $41,053 | $70,002-41.4% | $115,037-64.3% | $52,331-21.6% |
| Participation rate | 95.4% | 72.1%+23.3pp | 81.4%+14.0pp | 68.1%+27.3pp |
| Annual return | 1.81% | 4.04%-2.2pp | 26.14%-24.3pp | 4.54%-2.7pp |
| Employer contribution / active EE | $0 | $2,715-100.0% | $4,608-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $5,397 | $4,920+9.7% | $6,026-10.4% | $3,022+78.6% |
| Admin fee / account holder | $10 | $566-98.2% | $8,175-99.9% | $592-98.3% |