Filed August 8, 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 6-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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $59,195 | $121,341-51.2% | $189,513-68.8% | $79,386-25.4% |
| Participation rate | 89.4% | 86.1%+3.3pp | 87.8%+1.6pp | 70.7%+18.7pp |
| Annual return | -1.46% | 21.08%-22.5pp | 555.15%-556.6pp | 116.85%-118.3pp |
| Employer contribution / active EE | $5,431 | $3,915+38.7% | $6,162-11.9% | $2,427+123.7% |
| Participant deferral / active EE | $0 | $6,395-100.0% | $8,221-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $651-100.0% | $12,045-100.0% | $626-100.0% |