Filed November 30, 2018 (most recent of 5 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 | $71,775 | $43,999+63.1% | $79,464-9.7% | $55,725+28.8% |
| Participation rate | 88.1% | 66.9%+21.1pp | 73.3%+14.7pp | 70.9%+17.2pp |
| Annual return | -6.25% | 1.81%-8.1pp | 718.14%-724.4pp | 244.93%-251.2pp |
| Employer contribution / active EE | $4,868 | $1,830+166.1% | $2,800+73.8% | $2,078+134.2% |
| Participant deferral / active EE | $5,225 | $2,538+105.8% | $3,704+41.1% | $3,356+55.7% |
| Admin fee / account holder | $7 | $118-94.0% | $5,113-99.9% | $115-93.8% |