Filed March 23, 2014 (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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $322,297 | $43,999+632.5% | $79,464+305.6% | $55,725+478.4% |
| Participation rate | 99.8% | 66.9%+32.9pp | 73.3%+26.5pp | 70.9%+29.0pp |
| Annual return | 47.17% | 1.81%+45.4pp | 718.14%-671.0pp | 244.93%-197.8pp |
| Employer contribution / active EE | $13,355 | $1,830+630.0% | $2,800+376.9% | $2,078+542.6% |
| Participant deferral / active EE | $0 | $2,538-100.0% | $3,704-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $118-100.0% | $5,113-100.0% | $115-100.0% |