Filed April 7, 2015 (most recent of 5 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,539 | $57,150-15.1% | $93,606-48.1% | $106,382-54.4% |
| Participation rate | 79.5% | 49.1%+30.4pp | 68.7%+10.7pp | 69.9%+9.6pp |
| Annual return | 16.86% | 15.81%+1.0pp | 133.20%-116.3pp | 17.37%-0.5pp |
| Employer contribution / active EE | $1,467 | $1,015+44.6% | $2,420-39.4% | $3,364-56.4% |
| Participant deferral / active EE | $2,619 | $1,853+41.3% | $4,411-40.6% | $5,569-53.0% |
| Admin fee / account holder | $0 | $64-100.0% | $8,285-100.0% | $79-100.0% |