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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $19,108 | $44,989-57.5% | $170,442-88.8% | $77,958-75.5% |
| Participation rate | 73.0% | 64.6%+8.4pp | 83.6%-10.6pp | 71.6%+1.3pp |
| Annual return | 12.48% | 19.61%-7.1pp | 205.93%-193.4pp | 20.87%-8.4pp |
| Employer contribution / active EE | $496 | $1,466-66.2% | $5,433-90.9% | $2,310-78.5% |
| Participant deferral / active EE | $1,419 | $2,208-35.7% | $4,939-71.3% | $3,537-59.9% |
| Admin fee / account holder | $0 | $69-100.0% | $13,880-100.0% | $97-100.0% |