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 | $104,512 | $57,976+80.3% | $62,995+65.9% | $62,292+67.8% |
| Participation rate | 86.9% | 75.9%+11.0pp | 74.8%+12.1pp | 69.5%+17.4pp |
| Annual return | 14.68% | 17.54%-2.9pp | 87.57%-72.9pp | 28.90%-14.2pp |
| Employer contribution / active EE | $2,769 | $2,415+14.7% | $2,759+0.4% | $2,042+35.6% |
| Participant deferral / active EE | $4,422 | $2,956+49.6% | $3,329+32.8% | $3,169+39.5% |
| Admin fee / account holder | $0 | $276-100.0% | $3,600-100.0% | $479-100.0% |