Filed January 9, 2015
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 | $18,633 | $43,550-57.2% | $63,517-70.7% | $52,331-64.4% |
| Participation rate | 99.3% | 65.7%+33.6pp | 71.0%+28.3pp | 68.1%+31.2pp |
| Annual return | -0.74% | 2.03%-2.8pp | -70.30%+69.6pp | 4.54%-5.3pp |
| Employer contribution / active EE | $1,648 | $1,351+21.9% | $2,322-29.0% | $1,882-12.4% |
| Participant deferral / active EE | $1,332 | $2,254-40.9% | $2,953-54.9% | $3,022-55.9% |
| Admin fee / account holder | $50 | $387-87.2% | $5,892-99.2% | $592-91.6% |