Filed March 17, 2016 (most recent of 33 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 | $48,446 | $46,516+4.1% | $147,614-67.2% | $69,651-30.4% |
| Participation rate | 87.7% | 65.8%+21.9pp | 84.6%+3.1pp | 66.6%+21.1pp |
| Annual return | 2.11% | 9.48%-7.4pp | 61.98%-59.9pp | 53.77%-51.7pp |
| Employer contribution / active EE | $1,085 | $1,393-22.1% | $5,564-80.5% | $2,241-51.6% |
| Participant deferral / active EE | $4,302 | $2,719+58.2% | $4,895-12.1% | $3,635+18.3% |
| Admin fee / account holder | $0 | $45-100.0% | $11,611-100.0% | $63-100.0% |