Filed April 18, 2014
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 | $87,009 | $68,408+27.2% | $57,179+52.2% | $57,658+50.9% |
| Participation rate | 90.2% | 79.1%+11.0pp | 75.3%+14.8pp | 70.2%+19.9pp |
| Annual return | 14.01% | 8.51%+5.5pp | 14.59%-0.6pp | 5.13%+8.9pp |
| Employer contribution / active EE | $0 | $2,869-100.0% | $2,682-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $5,303 | $2,903+82.7% | $3,096+71.3% | $3,061+73.3% |
| Admin fee / account holder | $0 | $70-100.0% | $3,139-100.0% | $95-100.0% |