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 | $56,559 | $95,542-40.8% | $69,455-18.6% | $67,579-16.3% |
| Participation rate | 88.9% | 79.4%+9.6pp | 74.6%+14.3pp | 71.3%+17.6pp |
| Annual return | 19.57% | 17.67%+1.9pp | 28.97%-9.4pp | 378.56%-359.0pp |
| Employer contribution / active EE | $4,279 | $2,989+43.2% | $2,779+54.0% | $2,148+99.2% |
| Participant deferral / active EE | $0 | $3,263-100.0% | $3,535-100.0% | $3,539-100.0% |
| Admin fee / account holder | $7 | $90-91.9% | $3,839-99.8% | $142-94.9% |