Filed April 7, 2014 (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 | $68,935 | $55,002+25.3% | $59,878+15.1% | $56,287+22.5% |
| Participation rate | 99.4% | 75.9%+23.5pp | 74.7%+24.7pp | 69.9%+29.5pp |
| Annual return | 123.61% | 1.13%+122.5pp | 3.46%+120.1pp | -9.96%+133.6pp |
| Employer contribution / active EE | $1,140 | $2,448-53.4% | $2,722-58.1% | $2,111-46.0% |
| Participant deferral / active EE | $3,016 | $3,121-3.4% | $3,402-11.4% | $3,350-10.0% |
| Admin fee / account holder | $8 | $236-96.4% | $3,590-99.8% | $521-98.4% |