Filed September 1, 2015 (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 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 | $128,062 | $68,408+87.2% | $57,179+124.0% | $57,658+122.1% |
| Participation rate | 96.7% | 79.1%+17.5pp | 75.3%+21.3pp | 70.2%+26.4pp |
| Annual return | 7.00% | 8.51%-1.5pp | 14.59%-7.6pp | 5.13%+1.9pp |
| Employer contribution / active EE | $4,789 | $2,869+66.9% | $2,682+78.5% | $1,974+142.6% |
| Participant deferral / active EE | $4,820 | $2,903+66.0% | $3,096+55.7% | $3,061+57.5% |
| Admin fee / account holder | $0 | $70-100.0% | $3,139-100.0% | $95-100.0% |