Filed September 13, 2015
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 | $101,478 | $57,976+75.0% | $62,995+61.1% | $62,292+62.9% |
| Participation rate | 92.3% | 75.9%+16.4pp | 74.8%+17.5pp | 69.5%+22.8pp |
| Annual return | 18.56% | 17.54%+1.0pp | 87.57%-69.0pp | 28.90%-10.3pp |
| Employer contribution / active EE | $5,391 | $2,415+123.3% | $2,759+95.4% | $2,042+164.0% |
| Participant deferral / active EE | $3,870 | $2,956+30.9% | $3,329+16.2% | $3,169+22.1% |
| Admin fee / account holder | $3 | $276-98.9% | $3,600-99.9% | $479-99.4% |