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 | $124,840 | $52,467+137.9% | $57,179+118.3% | $55,167+126.3% |
| Participation rate | 96.1% | 75.8%+20.2pp | 75.3%+20.7pp | 69.0%+27.1pp |
| Annual return | 6.15% | 7.72%-1.6pp | 14.59%-8.4pp | 169.23%-163.1pp |
| Employer contribution / active EE | $3,594 | $2,477+45.1% | $2,682+34.0% | $1,963+83.1% |
| Participant deferral / active EE | $5,508 | $2,830+94.6% | $3,096+77.9% | $3,054+80.4% |
| Admin fee / account holder | $0 | $269-100.0% | $3,139-100.0% | $504-100.0% |