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 LLC8 years Service code 28 · EIN 20-2604625 | Investment Management | $17,304 |
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 | $33,520-100.0% | $943,036-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 2.1%-2.1pp | 9.1%-9.1pp | 2.1%-2.1pp |
| Annual return | 8.05% | 7.65%+0.4pp | 5.62%+2.4pp | 7.65%+0.4pp |
| Employer contribution / active EE | $39,028 | $20,599+89.5% | $37,825+3.2% | $20,599+89.5% |
| Participant deferral / active EE | $0 | $1,172-100.0% | $0 | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $0 | $193-100.0% |