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 | $150,708 | $74,552+102.2% | $62,995+139.2% | $69,631+116.4% |
| Participation rate | 99.3% | 78.3%+21.1pp | 74.8%+24.5pp | 70.7%+28.7pp |
| Annual return | 14.79% | 15.77%-1.0pp | 87.57%-72.8pp | 27571.02%-27556.2pp |
| Employer contribution / active EE | $5,865 | $2,929+100.2% | $2,759+112.6% | $2,032+188.6% |
| Participant deferral / active EE | $5,176 | $2,974+74.0% | $3,329+55.5% | $3,224+60.6% |
| Admin fee / account holder | $36 | $59-39.6% | $3,600-99.0% | $110-67.5% |