Filed December 5, 2014
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 | $70,952 | $52,467+35.2% | $57,179+24.1% | $55,167+28.6% |
| Participation rate | 96.4% | 75.8%+20.6pp | 75.3%+21.1pp | 69.0%+27.4pp |
| Annual return | 7.63% | 7.72%-0.1pp | 14.59%-7.0pp | 169.23%-161.6pp |
| Employer contribution / active EE | $3,546 | $2,477+43.1% | $2,682+32.2% | $1,963+80.7% |
| Participant deferral / active EE | $2,471 | $2,830-12.7% | $3,096-20.2% | $3,054-19.1% |
| Admin fee / account holder | $1 | $269-99.8% | $3,139-100.0% | $504-99.9% |