Filed February 21, 2017
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 | $28,748 | $44,873-35.9% | $79,464-63.8% | $56,287-48.9% |
| Participation rate | 98.3% | 68.7%+29.6pp | 73.3%+25.0pp | 69.9%+28.5pp |
| Annual return | -3.27% | 0.81%-4.1pp | 718.14%-721.4pp | -9.96%+6.7pp |
| Employer contribution / active EE | $2,070 | $2,140-3.3% | $2,800-26.1% | $2,111-2.0% |
| Participant deferral / active EE | $2,455 | $2,746-10.6% | $3,704-33.7% | $3,350-26.7% |
| Admin fee / account holder | $11 | $418-97.3% | $5,113-99.8% | $521-97.8% |