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 | $32,911 | $51,620-36.2% | $90,281-63.5% | $65,185-49.5% |
| Participation rate | 96.2% | 68.6%+27.6pp | 73.3%+23.0pp | 70.2%+26.0pp |
| Annual return | 21.43% | 24.94%-3.5pp | 78.10%-56.7pp | 29.38%-8.0pp |
| Employer contribution / active EE | $2,273 | $2,235+1.7% | $2,854-20.4% | $2,177+4.4% |
| Participant deferral / active EE | $2,551 | $2,871-11.1% | $3,885-34.3% | $3,514-27.4% |
| Admin fee / account holder | $12 | $384-97.0% | $5,351-99.8% | $847-98.6% |