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 | $55,013 | $74,552-26.2% | $62,995-12.7% | $69,631-21.0% |
| Participation rate | 89.0% | 78.3%+10.7pp | 74.8%+14.1pp | 70.7%+18.3pp |
| Annual return | 16.11% | 15.77%+0.3pp | 87.57%-71.5pp | 27571.02%-27554.9pp |
| Employer contribution / active EE | $4,153 | $2,929+41.8% | $2,759+50.5% | $2,032+104.4% |
| Participant deferral / active EE | $0 | $2,974-100.0% | $3,329-100.0% | $3,224-100.0% |
| Admin fee / account holder | $2 | $59-97.0% | $3,600-100.0% | $110-98.4% |