Filed May 5, 2013 (most recent of 3 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.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $31,183 | $74,089-57.9% | $133,980-76.7% | $55,167-43.5% |
| Participation rate | 78.4% | 84.3%-5.9pp | 87.1%-8.7pp | 69.0%+9.4pp |
| Annual return | 5.53% | 12.11%-6.6pp | 29.30%-23.8pp | 169.23%-163.7pp |
| Employer contribution / active EE | $1,789 | $3,064-41.6% | $5,211-65.7% | $1,963-8.8% |
| Participant deferral / active EE | $3,973 | $4,678-15.1% | $6,282-36.8% | $3,054+30.1% |
| Admin fee / account holder | $19 | $458-95.9% | $9,324-99.8% | $504-96.3% |