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 | $117,444 | $60,795+93.2% | $69,455+69.1% | $65,185+80.2% |
| Participation rate | 99.5% | 74.9%+24.6pp | 74.6%+24.9pp | 70.2%+29.3pp |
| Annual return | 17.65% | 17.46%+0.2pp | 28.97%-11.3pp | 29.38%-11.7pp |
| Employer contribution / active EE | $4,517 | $2,452+84.2% | $2,779+62.5% | $2,177+107.5% |
| Participant deferral / active EE | $5,581 | $3,162+76.5% | $3,535+57.9% | $3,514+58.8% |
| Admin fee / account holder | $3 | $314-99.0% | $3,839-99.9% | $847-99.6% |