Filed January 24, 2014 (most recent of 7 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 | $104,893 | $57,976+80.9% | $62,995+66.5% | $62,292+68.4% |
| Participation rate | 99.5% | 75.9%+23.6pp | 74.8%+24.7pp | 69.5%+30.0pp |
| Annual return | 13.89% | 17.54%-3.6pp | 87.57%-73.7pp | 28.90%-15.0pp |
| Employer contribution / active EE | $4,264 | $2,415+76.6% | $2,759+54.6% | $2,042+108.8% |
| Participant deferral / active EE | $5,043 | $2,956+70.6% | $3,329+51.5% | $3,169+59.1% |
| Admin fee / account holder | $0 | $276-100.0% | $3,600-100.0% | $479-100.0% |