Filed September 20, 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 9-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 | $78,937 | $52,467+50.5% | $57,179+38.1% | $55,167+43.1% |
| Participation rate | 96.2% | 75.8%+20.3pp | 75.3%+20.8pp | 69.0%+27.2pp |
| Annual return | 0.22% | 7.72%-7.5pp | 14.59%-14.4pp | 169.23%-169.0pp |
| Employer contribution / active EE | $4,356 | $2,477+75.8% | $2,682+62.4% | $1,963+122.0% |
| Participant deferral / active EE | $4,090 | $2,830+44.5% | $3,096+32.1% | $3,054+33.9% |
| Admin fee / account holder | $0 | $269-100.0% | $3,139-100.0% | $504-100.0% |