Filed June 30, 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.
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 | $117,686 | $68,408+72.0% | $57,179+105.8% | $57,658+104.1% |
| Participation rate | 96.8% | 79.1%+17.6pp | 75.3%+21.4pp | 70.2%+26.5pp |
| Annual return | 6.76% | 8.51%-1.7pp | 14.59%-7.8pp | 5.13%+1.6pp |
| Employer contribution / active EE | $5,195 | $2,869+81.1% | $2,682+93.7% | $1,974+163.2% |
| Participant deferral / active EE | $4,342 | $2,903+49.5% | $3,096+40.2% | $3,061+41.9% |
| Admin fee / account holder | $0 | $70-100.0% | $3,139-100.0% | $95-100.0% |