Filed May 18, 2018 (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.
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 | $33,420 | $62,928-46.9% | $172,739-80.7% | $67,579-50.5% |
| Participation rate | 70.7% | 64.5%+6.3pp | 82.6%-11.9pp | 71.3%-0.5pp |
| Annual return | 20.73% | 30.36%-9.6pp | 802.84%-782.1pp | 378.56%-357.8pp |
| Employer contribution / active EE | $803 | $1,636-50.9% | $5,143-84.4% | $2,148-62.6% |
| Participant deferral / active EE | $2,102 | $2,145-2.0% | $5,198-59.6% | $3,539-40.6% |
| Admin fee / account holder | $102 | $167-38.9% | $13,954-99.3% | $142-28.4% |