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 | $87,077 | $65,322+33.3% | $70,449+23.6% | $73,488+18.5% |
| Participation rate | 99.5% | 77.0%+22.5pp | 75.1%+24.4pp | 70.7%+28.8pp |
| Annual return | 14.26% | 15.71%-1.4pp | 109.03%-94.8pp | 28.51%-14.2pp |
| Employer contribution / active EE | $1,029 | $2,460-58.2% | $2,737-62.4% | $2,270-54.7% |
| Participant deferral / active EE | $5,952 | $3,375+76.4% | $3,709+60.5% | $3,740+59.2% |
| Admin fee / account holder | $87 | $214-59.2% | $3,845-97.7% | $513-83.0% |