Filed October 25, 2016 (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.
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 | $67,472 | $51,769+30.3% | $57,343+17.7% | $52,331+28.9% |
| Participation rate | 99.0% | 75.2%+23.8pp | 75.1%+23.9pp | 68.1%+30.9pp |
| Annual return | 2.21% | 2.43%-0.2pp | 24.39%-22.2pp | 4.54%-2.3pp |
| Employer contribution / active EE | $5,842 | $2,335+150.2% | $2,689+117.3% | $1,882+210.4% |
| Participant deferral / active EE | $3,397 | $2,794+21.6% | $3,162+7.4% | $3,022+12.4% |
| Admin fee / account holder | $0 | $295-100.0% | $3,356-100.0% | $592-100.0% |