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 | $68,803 | $52,467+31.1% | $57,179+20.3% | $55,167+24.7% |
| Participation rate | 89.4% | 75.8%+13.5pp | 75.3%+14.0pp | 69.0%+20.4pp |
| Annual return | 6.01% | 7.72%-1.7pp | 14.59%-8.6pp | 169.23%-163.2pp |
| Employer contribution / active EE | $5,774 | $2,477+133.1% | $2,682+115.3% | $1,963+194.2% |
| Participant deferral / active EE | $3,270 | $2,830+15.5% | $3,096+5.6% | $3,054+7.1% |
| Admin fee / account holder | $0 | $269-100.0% | $3,139-100.0% | $504-100.0% |