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 | $135,327 | $68,408+97.8% | $57,179+136.7% | $57,658+134.7% |
| Participation rate | 98.8% | 79.1%+19.7pp | 75.3%+23.5pp | 70.2%+28.6pp |
| Annual return | 7.50% | 8.51%-1.0pp | 14.59%-7.1pp | 5.13%+2.4pp |
| Employer contribution / active EE | $5,587 | $2,869+94.7% | $2,682+108.3% | $1,974+183.1% |
| Participant deferral / active EE | $4,531 | $2,903+56.1% | $3,096+46.4% | $3,061+48.1% |
| Admin fee / account holder | $30 | $70-57.5% | $3,139-99.1% | $95-68.7% |