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 | $131,702 | $60,795+116.6% | $69,455+89.6% | $65,185+102.0% |
| Participation rate | 99.4% | 74.9%+24.5pp | 74.6%+24.8pp | 70.2%+29.2pp |
| Annual return | 19.56% | 17.46%+2.1pp | 28.97%-9.4pp | 29.38%-9.8pp |
| Employer contribution / active EE | $5,494 | $2,452+124.1% | $2,779+97.7% | $2,177+152.4% |
| Participant deferral / active EE | $6,249 | $3,162+97.7% | $3,535+76.8% | $3,514+77.9% |
| Admin fee / account holder | $51 | $314-83.6% | $3,839-98.7% | $847-93.9% |