Filed January 23, 2015 (most recent of 2 filings on file)
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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $77,141 | $57,108+35.1% | $94,224-18.1% | $52,331+47.4% |
| Participation rate | 96.8% | 72.9%+23.8pp | 78.8%+18.0pp | 68.1%+28.7pp |
| Annual return | -0.01% | 1.47%-1.5pp | 10.68%-10.7pp | 4.54%-4.6pp |
| Employer contribution / active EE | $1,569 | $1,735-9.6% | $3,587-56.3% | $1,882-16.6% |
| Participant deferral / active EE | $3,773 | $3,040+24.1% | $4,320-12.7% | $3,022+24.8% |
| Admin fee / account holder | $4 | $546-99.3% | $6,269-99.9% | $592-99.4% |