Filed December 5, 2013
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $23,538 | $63,905-63.2% | $74,183-68.3% | $57,658-59.2% |
| Participation rate | 72.6% | 79.8%-7.1pp | 76.6%-4.0pp | 70.2%+2.4pp |
| Annual return | 7.18% | 60.60%-53.4pp | 17.74%-10.6pp | 5.13%+2.1pp |
| Employer contribution / active EE | $657 | $1,840-64.3% | $2,370-72.3% | $1,974-66.7% |
| Participant deferral / active EE | $1,053 | $3,448-69.5% | $3,550-70.3% | $3,061-65.6% |
| Admin fee / account holder | $7 | $91-92.4% | $5,586-99.9% | $95-92.7% |