Filed January 11, 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.
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 | $59,192 | $51,769+14.3% | $57,343+3.2% | $52,331+13.1% |
| Participation rate | 98.9% | 75.2%+23.7pp | 75.1%+23.8pp | 68.1%+30.8pp |
| Annual return | 1.76% | 2.43%-0.7pp | 24.39%-22.6pp | 4.54%-2.8pp |
| Employer contribution / active EE | $3,587 | $2,335+53.6% | $2,689+33.4% | $1,882+90.6% |
| Participant deferral / active EE | $4,620 | $2,794+65.4% | $3,162+46.1% | $3,022+52.9% |
| Admin fee / account holder | $0 | $295-100.0% | $3,356-100.0% | $592-100.0% |