Filed June 8, 2017
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 | $68,766 | $73,102-5.9% | $123,544-44.3% | $56,287+22.2% |
| Participation rate | 99.5% | 74.3%+25.2pp | 82.3%+17.2pp | 69.9%+29.7pp |
| Annual return | -4.38% | 3.01%-7.4pp | 119.20%-123.6pp | -9.96%+5.6pp |
| Employer contribution / active EE | $3,631 | $2,977+22.0% | $4,628-21.5% | $2,111+72.0% |
| Participant deferral / active EE | $0 | $5,423-100.0% | $6,426-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $554-100.0% | $9,284-100.0% | $521-100.0% |