Filed July 23, 2014 (most recent of 2 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 4-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 | $59,042 | $74,552-20.8% | $62,995-6.3% | $69,631-15.2% |
| Participation rate | 97.7% | 78.3%+19.4pp | 74.8%+22.9pp | 70.7%+27.0pp |
| Annual return | 13.28% | 15.77%-2.5pp | 87.57%-74.3pp | 27571.02%-27557.7pp |
| Employer contribution / active EE | $0 | $2,929-100.0% | $2,759-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $5,680 | $2,974+91.0% | $3,329+70.6% | $3,224+76.2% |
| Admin fee / account holder | $0 | $59-100.0% | $3,600-100.0% | $110-100.0% |