Filed February 26, 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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$4,650 |
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 | $147,960 | $50,637+192.2% | $86,590+70.9% | $62,292+137.5% |
| Participation rate | 100.0% | 67.9%+32.1pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 14.08% | 20.80%-6.7pp | 964.84%-950.8pp | 28.90%-14.8pp |
| Employer contribution / active EE | $8,449 | $2,075+307.1% | $2,839+197.6% | $2,042+313.7% |
| Participant deferral / active EE | $8,080 | $2,611+209.5% | $3,609+123.9% | $3,169+155.0% |
| Admin fee / account holder | $2 | $413-99.6% | $4,906-100.0% | $479-99.6% |