Filed January 9, 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 | $80,109 | $69,305+15.6% | $82,313-2.7% | $69,631+15.0% |
| Participation rate | 81.5% | 80.3%+1.2pp | 76.9%+4.6pp | 70.7%+10.8pp |
| Annual return | 14.72% | 21.47%-6.7pp | 25.88%-11.2pp | 27571.02%-27556.3pp |
| Employer contribution / active EE | $2,352 | $1,887+24.7% | $2,428-3.1% | $2,032+15.8% |
| Participant deferral / active EE | $3,489 | $3,568-2.2% | $3,706-5.8% | $3,224+8.2% |
| Admin fee / account holder | $2 | $97-98.2% | $5,608-100.0% | $110-98.4% |