Filed December 14, 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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $35,656 | $84,948-58.0% | $70,449-49.4% | $73,409-51.4% |
| Participation rate | 86.6% | 79.9%+6.6pp | 75.1%+11.5pp | 72.2%+14.4pp |
| Annual return | 4.74% | 13.39%-8.6pp | 109.03%-104.3pp | 59.29%-54.5pp |
| Employer contribution / active EE | $3,044 | $2,834+7.4% | $2,737+11.3% | $2,234+36.3% |
| Participant deferral / active EE | $2,957 | $3,387-12.7% | $3,709-20.3% | $3,805-22.3% |
| Admin fee / account holder | $11 | $98-88.7% | $3,845-99.7% | $158-93.0% |