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 | $174,985 | $84,948+106.0% | $70,449+148.4% | $73,409+138.4% |
| Participation rate | 99.4% | 79.9%+19.5pp | 75.1%+24.4pp | 72.2%+27.3pp |
| Annual return | 12.55% | 13.39%-0.8pp | 109.03%-96.5pp | 59.29%-46.7pp |
| Employer contribution / active EE | $5,441 | $2,834+92.0% | $2,737+98.8% | $2,234+143.6% |
| Participant deferral / active EE | $5,710 | $3,387+68.6% | $3,709+54.0% | $3,805+50.0% |
| Admin fee / account holder | $103 | $98+4.6% | $3,845-97.3% | $158-35.0% |