Filed March 7, 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.
| Provider | Service type | Compensation |
|---|---|---|
361 CAPITAL LLC9 years Service code 28 · EIN 20-2604625 | Investment Management | $23,289 |
See 1 actuary disclosure. $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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $36,224-100.0% | - | $36,224-100.0% |
| Participation rate | 0.0% | 2.1%-2.1pp | 0.0%0pp | 2.1%-2.1pp |
| Annual return | 14.17% | 9.14%+5.0pp | 0.02%+14.2pp | 9.14%+5.0pp |
| Employer contribution / active EE | $14,815 | $19,963-25.8% | $32,547-54.5% | $19,963-25.8% |
| Participant deferral / active EE | $0 | $919-100.0% | $0 | $919-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | - | $200-100.0% |