Filed October 15, 2018 (most recent of 5 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.
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 | $85,521 | $51,769+65.2% | $57,343+49.1% | $52,331+63.4% |
| Participation rate | 90.0% | 75.2%+14.8pp | 75.1%+15.0pp | 68.1%+21.9pp |
| Annual return | 0.70% | 2.43%-1.7pp | 24.39%-23.7pp | 4.54%-3.8pp |
| Employer contribution / active EE | $2,536 | $2,335+8.6% | $2,689-5.7% | $1,882+34.8% |
| Participant deferral / active EE | $3,876 | $2,794+38.7% | $3,162+22.6% | $3,022+28.3% |
| Admin fee / account holder | $0 | $295-100.0% | $3,356-100.0% | $592-100.0% |