Filed October 7, 2016
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.
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 | $97,929 | $73,638+33.0% | $95,952+2.1% | $73,488+33.3% |
| Participation rate | 98.9% | 76.2%+22.7pp | 77.1%+21.8pp | 70.7%+28.2pp |
| Annual return | 57.20% | 16.78%+40.4pp | 91.61%-34.4pp | 28.51%+28.7pp |
| Employer contribution / active EE | $3,467 | $1,863+86.1% | $2,541+36.4% | $2,270+52.7% |
| Participant deferral / active EE | $0 | $3,617-100.0% | $4,167-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $482-100.0% | $6,795-100.0% | $513-100.0% |