Filed May 14, 2015
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 | $97,176 | $52,467+85.2% | $57,179+70.0% | $55,167+76.1% |
| Participation rate | 99.4% | 75.8%+23.6pp | 75.3%+24.1pp | 69.0%+30.4pp |
| Annual return | 18.69% | 7.72%+11.0pp | 14.59%+4.1pp | 169.23%-150.5pp |
| Employer contribution / active EE | $3,872 | $2,477+56.3% | $2,682+44.4% | $1,963+97.3% |
| Participant deferral / active EE | $4,855 | $2,830+71.5% | $3,096+56.8% | $3,054+59.0% |
| Admin fee / account holder | $0 | $269-100.0% | $3,139-100.0% | $504-100.0% |