Filed March 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 9-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 | $69,161 | $41,854+65.2% | $73,843-6.3% | $52,331+32.2% |
| Participation rate | 89.0% | 66.2%+22.7pp | 73.4%+15.5pp | 68.1%+20.9pp |
| Annual return | 2.70% | 2.11%+0.6pp | 2267.84%-2265.1pp | 4.54%-1.8pp |
| Employer contribution / active EE | $5,481 | $1,920+185.4% | $2,787+96.6% | $1,882+191.3% |
| Participant deferral / active EE | $5,116 | $2,498+104.8% | $3,583+42.8% | $3,022+69.3% |
| Admin fee / account holder | $0 | $493-100.0% | $4,880-100.0% | $592-100.0% |