Filed August 26, 2014 (most recent of 2 filings on file)
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 | $104,695 | $51,769+102.2% | $57,343+82.6% | $52,331+100.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 75.1%+24.9pp | 68.1%+31.9pp |
| Annual return | 2.04% | 2.43%-0.4pp | 24.39%-22.4pp | 4.54%-2.5pp |
| Employer contribution / active EE | $4,866 | $2,335+108.4% | $2,689+81.0% | $1,882+158.6% |
| Participant deferral / active EE | $5,053 | $2,794+80.9% | $3,162+59.8% | $3,022+67.2% |
| Admin fee / account holder | $41 | $295-86.2% | $3,356-98.8% | $592-93.1% |