Filed May 30, 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 8-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 | $58,114 | $71,106-18.3% | $83,333-30.3% | $75,289-22.8% |
| Participation rate | 78.7% | 82.0%-3.3pp | 77.8%+0.9pp | 72.4%+6.3pp |
| Annual return | 12.32% | -0.56%+12.9pp | 10.63%+1.7pp | -0.04%+12.4pp |
| Employer contribution / active EE | $5,484 | $2,436+125.2% | $3,379+62.3% | $2,405+128.0% |
| Participant deferral / active EE | $13,564 | $6,249+117.1% | $5,565+143.7% | $3,739+262.8% |
| Admin fee / account holder | $10 | $72-86.3% | $7,510-99.9% | $102-90.3% |