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.
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 | $53,557 | $74,706-28.3% | $75,696-29.2% | $79,386-32.5% |
| Participation rate | 100.0% | 75.3%+24.7pp | 74.8%+25.2pp | 70.7%+29.3pp |
| Annual return | 26.72% | 18.52%+8.2pp | 104.53%-77.8pp | 116.85%-90.1pp |
| Employer contribution / active EE | $3,415 | $2,590+31.9% | $2,743+24.5% | $2,427+40.7% |
| Participant deferral / active EE | $3,740 | $3,533+5.8% | $3,821-2.1% | $4,046-7.6% |
| Admin fee / account holder | $17 | $374-95.4% | $3,619-99.5% | $626-97.2% |