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 | $72,737 | $43,423+67.5% | $78,689-7.6% | $55,167+31.8% |
| Participation rate | 91.5% | 68.0%+23.4pp | 73.6%+17.9pp | 69.0%+22.5pp |
| Annual return | 7.53% | 11.53%-4.0pp | 62.18%-54.6pp | 169.23%-161.7pp |
| Employer contribution / active EE | $5,945 | $1,997+197.7% | $2,851+108.6% | $1,963+202.9% |
| Participant deferral / active EE | $4,982 | $2,509+98.6% | $3,517+41.7% | $3,054+63.1% |
| Admin fee / account holder | $0 | $416-100.0% | $4,510-100.0% | $504-100.0% |