Filed July 31, 2019 (most recent of 3 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.
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 | $121,413 | $89,553+35.6% | $81,367+49.2% | $52,331+132.0% |
| Participation rate | 99.1% | 82.2%+16.8pp | 82.3%+16.8pp | 68.1%+31.0pp |
| Annual return | 0.89% | 4.41%-3.5pp | -0.92%+1.8pp | 4.54%-3.7pp |
| Employer contribution / active EE | $2,145 | $3,780-43.3% | $3,930-45.4% | $1,882+14.0% |
| Participant deferral / active EE | $8,036 | $5,359+50.0% | $5,383+49.3% | $3,022+165.9% |
| Admin fee / account holder | $52 | $1,914-97.3% | $8,926-99.4% | $592-91.2% |