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 | $159,441 | $95,542+66.9% | $69,455+129.6% | $67,579+135.9% |
| Participation rate | 99.6% | 79.4%+20.2pp | 74.6%+25.0pp | 71.3%+28.3pp |
| Annual return | 16.39% | 17.67%-1.3pp | 28.97%-12.6pp | 378.56%-362.2pp |
| Employer contribution / active EE | $6,207 | $2,989+107.7% | $2,779+123.4% | $2,148+189.0% |
| Participant deferral / active EE | $5,421 | $3,263+66.2% | $3,535+53.3% | $3,539+53.2% |
| Admin fee / account holder | $32 | $90-64.3% | $3,839-99.2% | $142-77.5% |