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 | $56,593 | $53,684+5.4% | $170,442-66.8% | $80,976-30.1% |
| Participation rate | 92.1% | 69.2%+22.9pp | 83.6%+8.5pp | 68.3%+23.8pp |
| Annual return | 17.57% | 25.97%-8.4pp | 205.93%-188.4pp | 22.91%-5.3pp |
| Employer contribution / active EE | $1,186 | $1,642-27.7% | $5,433-78.2% | $2,402-50.6% |
| Participant deferral / active EE | $4,598 | $3,017+52.4% | $4,939-6.9% | $3,848+19.5% |
| Admin fee / account holder | $0 | $46-99.9% | $13,880-100.0% | $67-99.9% |