Filed October 2, 2017
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $26,469 | $48,570-45.5% | $130,648-79.7% | $72,985-63.7% |
| Participation rate | 100.0% | 58.6%+41.4pp | 71.7%+28.3pp | 69.5%+30.5pp |
| Annual return | 23.72% | 38.63%-14.9pp | 1708.96%-1685.2pp | 81.00%-57.3pp |
| Employer contribution / active EE | $1,597 | $1,334+19.7% | $4,092-61.0% | $2,440-34.6% |
| Participant deferral / active EE | $3,432 | $2,384+44.0% | $3,603-4.7% | $3,607-4.8% |
| Admin fee / account holder | $60 | $3,549-98.3% | $5,464-98.9% | $5,124-98.8% |