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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $22,054 | $50,385-56.2% | $75,670-70.9% | $62,292-64.6% |
| Participation rate | 98.8% | 67.7%+31.1pp | 72.3%+26.4pp | 69.5%+29.3pp |
| Annual return | 8.67% | 19.90%-11.2pp | 27.34%-18.7pp | 28.90%-20.2pp |
| Employer contribution / active EE | $1,825 | $1,537+18.7% | $2,352-22.4% | $2,042-10.6% |
| Participant deferral / active EE | $1,428 | $2,445-41.6% | $3,142-54.6% | $3,169-54.9% |
| Admin fee / account holder | $50 | $384-86.9% | $5,800-99.1% | $479-89.5% |