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 | $97,515 | $99,957-2.4% | $149,696-34.9% | $73,488+32.7% |
| Participation rate | 99.5% | 75.7%+23.8pp | 82.5%+17.1pp | 70.7%+28.9pp |
| Annual return | 24.17% | 53.87%-29.7pp | 276.60%-252.4pp | 28.51%-4.3pp |
| Employer contribution / active EE | $4,140 | $3,191+29.7% | $4,644-10.8% | $2,270+82.4% |
| Participant deferral / active EE | $0 | $6,073-100.0% | $6,842-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $551-100.0% | $9,309-100.0% | $513-100.0% |