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 | $97,033 | $74,552+30.2% | $62,995+54.0% | $69,631+39.4% |
| Participation rate | 89.5% | 78.3%+11.2pp | 74.8%+14.7pp | 70.7%+18.8pp |
| Annual return | 16.67% | 15.77%+0.9pp | 87.57%-70.9pp | 27571.02%-27554.3pp |
| Employer contribution / active EE | $0 | $2,929-100.0% | $2,759-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $5,371 | $2,974+80.6% | $3,329+61.3% | $3,224+66.6% |
| Admin fee / account holder | $0 | $59-100.0% | $3,600-100.0% | $110-100.0% |