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.
Annual investment return 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 | $300,944 | $54,237+454.9% | $90,281+233.3% | $67,579+345.3% |
| Participation rate | 99.6% | 68.6%+31.0pp | 73.3%+26.3pp | 71.3%+28.3pp |
| Annual return | 2.86% | 37.27%-34.4pp | 78.10%-75.2pp | 378.56%-375.7pp |
| Employer contribution / active EE | $2,451 | $1,846+32.8% | $2,854-14.1% | $2,148+14.1% |
| Participant deferral / active EE | $0 | $2,625-100.0% | $3,885-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $123-100.0% | $5,351-100.0% | $142-100.0% |