Filed January 20, 2014 (most recent of 3 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 | $48,905 | $67,166-27.2% | $57,343-14.7% | $55,191-11.4% |
| Participation rate | 93.6% | 77.7%+15.9pp | 75.1%+18.5pp | 69.2%+24.4pp |
| Annual return | 1.66% | 4.22%-2.6pp | 24.39%-22.7pp | 10.78%-9.1pp |
| Employer contribution / active EE | $3,255 | $2,812+15.8% | $2,689+21.1% | $1,899+71.4% |
| Participant deferral / active EE | $0 | $2,835-100.0% | $3,162-100.0% | $3,046-100.0% |
| Admin fee / account holder | $0 | $44-100.0% | $3,356-100.0% | $91-100.0% |