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 | $93,618 | $70,083+33.6% | $59,878+56.3% | $55,725+68.0% |
| Participation rate | 88.5% | 78.4%+10.2pp | 74.7%+13.8pp | 70.9%+17.7pp |
| Annual return | -1.05% | 3.13%-4.2pp | 3.46%-4.5pp | 244.93%-246.0pp |
| Employer contribution / active EE | $0 | $2,878-100.0% | $2,722-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $5,219 | $3,079+69.5% | $3,402+53.4% | $3,356+55.5% |
| Admin fee / account holder | $2 | $70-96.8% | $3,590-99.9% | $115-98.1% |