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 | $101,006 | $55,002+83.6% | $59,878+68.7% | $56,287+79.4% |
| Participation rate | 99.5% | 75.9%+23.6pp | 74.7%+24.8pp | 69.9%+29.7pp |
| Annual return | -2.90% | 1.13%-4.0pp | 3.46%-6.4pp | -9.96%+7.1pp |
| Employer contribution / active EE | $4,117 | $2,448+68.2% | $2,722+51.3% | $2,111+95.0% |
| Participant deferral / active EE | $5,076 | $3,121+62.6% | $3,402+49.2% | $3,350+51.5% |
| Admin fee / account holder | $0 | $236-100.0% | $3,590-100.0% | $521-100.0% |