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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $193,897 | $94,833+104.5% | $75,696+156.2% | $86,799+123.4% |
| Participation rate | 93.0% | 79.1%+13.9pp | 74.8%+18.2pp | 72.3%+20.7pp |
| Annual return | 12.02% | 16.91%-4.9pp | 104.53%-92.5pp | 97.91%-85.9pp |
| Employer contribution / active EE | $4,809 | $2,904+65.6% | $2,743+75.3% | $2,405+99.9% |
| Participant deferral / active EE | $6,350 | $3,632+74.8% | $3,821+66.2% | $4,131+53.7% |
| Admin fee / account holder | $114 | $109+5.1% | $3,619-96.8% | $170-32.7% |