Filed December 4, 2014
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 | $16,408 | $37,196-55.9% | $154,107-89.4% | $55,725-70.6% |
| Participation rate | 77.5% | 64.1%+13.4pp | 83.0%-5.6pp | 70.9%+6.6pp |
| Annual return | 11.34% | 1319.68%-1308.3pp | 735.12%-723.8pp | 244.93%-233.6pp |
| Employer contribution / active EE | $1,590 | $1,614-1.5% | $5,298-70.0% | $2,078-23.5% |
| Participant deferral / active EE | $1,763 | $2,068-14.8% | $5,081-65.3% | $3,356-47.5% |
| Admin fee / account holder | $3 | $102-97.0% | $13,411-100.0% | $115-97.3% |