Filed November 3, 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 | $58,206 | $66,302-12.2% | $110,238-47.2% | $56,287+3.4% |
| Participation rate | 79.5% | 74.9%+4.6pp | 79.8%-0.3pp | 69.9%+9.6pp |
| Annual return | -6.57% | -1.18%-5.4pp | 314.74%-321.3pp | -9.96%+3.4pp |
| Employer contribution / active EE | $1,866 | $2,047-8.8% | $3,826-51.2% | $2,111-11.6% |
| Participant deferral / active EE | $3,676 | $3,381+8.7% | $4,672-21.3% | $3,350+9.7% |
| Admin fee / account holder | $27 | $698-96.1% | $8,547-99.7% | $521-94.7% |