Filed July 21, 2015 (most recent of 12 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 | $130,422 | $67,166+94.2% | $57,343+127.4% | $55,191+136.3% |
| Participation rate | 99.5% | 77.7%+21.8pp | 75.1%+24.4pp | 69.2%+30.3pp |
| Annual return | 2.24% | 4.22%-2.0pp | 24.39%-22.1pp | 10.78%-8.5pp |
| Employer contribution / active EE | $5,563 | $2,812+97.8% | $2,689+106.9% | $1,899+193.0% |
| Participant deferral / active EE | $4,673 | $2,835+64.8% | $3,162+47.8% | $3,046+53.4% |
| Admin fee / account holder | $29 | $44-34.3% | $3,356-99.1% | $91-68.5% |