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 | $74,004 | $44,873+64.9% | $79,464-6.9% | $56,287+31.5% |
| Participation rate | 98.5% | 68.7%+29.8pp | 73.3%+25.1pp | 69.9%+28.6pp |
| Annual return | -5.60% | 0.81%-6.4pp | 718.14%-723.7pp | -9.96%+4.4pp |
| Employer contribution / active EE | $7,119 | $2,140+232.7% | $2,800+154.2% | $2,111+237.2% |
| Participant deferral / active EE | $5,741 | $2,746+109.1% | $3,704+55.0% | $3,350+71.4% |
| Admin fee / account holder | $0 | $418-100.0% | $5,113-100.0% | $521-100.0% |