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 | $142,617 | $70,083+103.5% | $59,878+138.2% | $55,725+155.9% |
| Participation rate | 99.3% | 78.4%+21.0pp | 74.7%+24.6pp | 70.9%+28.5pp |
| Annual return | -1.67% | 3.13%-4.8pp | 3.46%-5.1pp | 244.93%-246.6pp |
| Employer contribution / active EE | $6,018 | $2,878+109.1% | $2,722+121.1% | $2,078+189.6% |
| Participant deferral / active EE | $5,930 | $3,079+92.6% | $3,402+74.3% | $3,356+76.7% |
| Admin fee / account holder | $49 | $70-30.6% | $3,590-98.6% | $115-57.6% |