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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $104,390 | $57,976+80.1% | $62,995+65.7% | $62,292+67.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 11.71% | 17.54%-5.8pp | 87.57%-75.9pp | 28.90%-17.2pp |
| Employer contribution / active EE | $5,027 | $2,415+108.2% | $2,759+82.2% | $2,042+146.2% |
| Participant deferral / active EE | $5,376 | $2,956+81.9% | $3,329+61.5% | $3,169+69.6% |
| Admin fee / account holder | $0 | $276-100.0% | $3,600-100.0% | $479-100.0% |