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 | $52,022 | $46,969+10.8% | $154,107-66.2% | $73,367-29.1% |
| Participation rate | 93.6% | 72.4%+21.2pp | 83.0%+10.5pp | 69.5%+24.1pp |
| Annual return | -4.65% | 821.68%-826.3pp | 735.12%-739.8pp | 173.45%-178.1pp |
| Employer contribution / active EE | $1,294 | $1,723-24.9% | $5,298-75.6% | $2,499-48.2% |
| Participant deferral / active EE | $4,838 | $3,162+53.0% | $5,081-4.8% | $4,033+20.0% |
| Admin fee / account holder | $0 | $47-99.7% | $13,411-100.0% | $68-99.8% |