Filed November 18, 2015
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 | $41,022 | $45,073-9.0% | $69,455-40.9% | $72,985-43.8% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 10.32% | 22.65%-12.3pp | 28.97%-18.6pp | 81.00%-70.7pp |
| Employer contribution / active EE | $3,190 | $2,054+55.3% | $2,779+14.8% | $2,440+30.7% |
| Participant deferral / active EE | $2,707 | $2,602+4.1% | $3,535-23.4% | $3,607-25.0% |
| Admin fee / account holder | $0 | $3,056-100.0% | $3,839-100.0% | $5,124-100.0% |