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 | $79,679 | $50,637+57.4% | $86,590-8.0% | $62,292+27.9% |
| Participation rate | 98.4% | 67.9%+30.5pp | 73.5%+24.9pp | 69.5%+28.9pp |
| Annual return | 16.73% | 20.80%-4.1pp | 964.84%-948.1pp | 28.90%-12.2pp |
| Employer contribution / active EE | $7,073 | $2,075+240.8% | $2,839+149.1% | $2,042+246.3% |
| Participant deferral / active EE | $5,540 | $2,611+112.2% | $3,609+53.5% | $3,169+74.8% |
| Admin fee / account holder | $0 | $413-100.0% | $4,906-100.0% | $479-100.0% |