Filed December 21, 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 | $68,903 | $46,360+48.6% | $147,614-53.3% | $52,331+31.7% |
| Participation rate | 100.0% | 64.9%+35.1pp | 84.6%+15.4pp | 68.1%+31.9pp |
| Annual return | -0.91% | 1.62%-2.5pp | 61.98%-62.9pp | 4.54%-5.5pp |
| Employer contribution / active EE | $2,997 | $2,126+41.0% | $5,564-46.1% | $1,882+59.3% |
| Participant deferral / active EE | $5,460 | $2,258+141.9% | $4,895+11.5% | $3,022+80.7% |
| Admin fee / account holder | $26 | $766-96.6% | $11,611-99.8% | $592-95.5% |