Filed September 19, 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 | $45,841 | $66,302-30.9% | $110,238-58.4% | $56,287-18.6% |
| Participation rate | 82.7% | 74.9%+7.8pp | 79.8%+2.9pp | 69.9%+12.9pp |
| Annual return | -4.08% | -1.18%-2.9pp | 314.74%-318.8pp | -9.96%+5.9pp |
| Employer contribution / active EE | $1,700 | $2,047-17.0% | $3,826-55.6% | $2,111-19.5% |
| Participant deferral / active EE | $2,353 | $3,381-30.4% | $4,672-49.6% | $3,350-29.8% |
| Admin fee / account holder | $15 | $698-97.9% | $8,547-99.8% | $521-97.1% |