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 | $112,721 | $55,002+104.9% | $59,878+88.3% | $56,287+100.3% |
| Participation rate | 99.4% | 75.9%+23.5pp | 74.7%+24.7pp | 69.9%+29.5pp |
| Annual return | -4.43% | 1.13%-5.6pp | 3.46%-7.9pp | -9.96%+5.5pp |
| Employer contribution / active EE | $5,351 | $2,448+118.6% | $2,722+96.6% | $2,111+153.5% |
| Participant deferral / active EE | $5,800 | $3,121+85.8% | $3,402+70.5% | $3,350+73.2% |
| Admin fee / account holder | $90 | $236-62.0% | $3,590-97.5% | $521-82.8% |