Filed August 26, 2014
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 | $121,390 | $68,408+77.4% | $57,179+112.3% | $57,658+110.5% |
| Participation rate | 96.5% | 79.1%+17.4pp | 75.3%+21.2pp | 70.2%+26.3pp |
| Annual return | 6.56% | 8.51%-1.9pp | 14.59%-8.0pp | 5.13%+1.4pp |
| Employer contribution / active EE | $5,280 | $2,869+84.0% | $2,682+96.9% | $1,974+167.5% |
| Participant deferral / active EE | $5,246 | $2,903+80.7% | $3,096+69.4% | $3,061+71.4% |
| Admin fee / account holder | $0 | $70-100.0% | $3,139-100.0% | $95-100.0% |