Filed December 18, 2018 (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 | $153,051 | $67,166+127.9% | $57,343+166.9% | $55,191+177.3% |
| Participation rate | 96.2% | 77.7%+18.5pp | 75.1%+21.1pp | 69.2%+27.0pp |
| Annual return | 1.89% | 4.22%-2.3pp | 24.39%-22.5pp | 10.78%-8.9pp |
| Employer contribution / active EE | $7,466 | $2,812+165.5% | $2,689+177.7% | $1,899+293.2% |
| Participant deferral / active EE | $6,123 | $2,835+116.0% | $3,162+93.6% | $3,046+101.0% |
| Admin fee / account holder | $3 | $44-94.0% | $3,356-99.9% | $91-97.1% |