Filed January 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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $25,138 | $62,928-60.1% | $172,739-85.4% | $67,579-62.8% |
| Participation rate | 100.0% | 64.5%+35.5pp | 82.6%+17.4pp | 71.3%+28.7pp |
| Annual return | 8.38% | 30.36%-22.0pp | 802.84%-794.5pp | 378.56%-370.2pp |
| Employer contribution / active EE | $1,785 | $1,636+9.1% | $5,143-65.3% | $2,148-16.9% |
| Participant deferral / active EE | $2,513 | $2,145+17.2% | $5,198-51.7% | $3,539-29.0% |
| Admin fee / account holder | $14 | $167-91.6% | $13,954-99.9% | $142-90.1% |