Filed November 17, 2015 (most recent of 3 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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $100,722 | $43,423+132.0% | $78,689+28.0% | $55,167+82.6% |
| Participation rate | 100.0% | 68.0%+32.0pp | 73.6%+26.4pp | 69.0%+31.0pp |
| Annual return | 7.01% | 11.53%-4.5pp | 62.18%-55.2pp | 169.23%-162.2pp |
| Employer contribution / active EE | $5,211 | $1,997+161.0% | $2,851+82.8% | $1,963+165.5% |
| Participant deferral / active EE | $2,021 | $2,509-19.4% | $3,517-42.5% | $3,054-33.8% |
| Admin fee / account holder | $1 | $416-99.7% | $4,510-100.0% | $504-99.7% |