Filed January 16, 2015 (most recent of 2 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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $231,548 | $82,683+180.0% | $133,980+72.8% | $65,292+254.6% |
| Participation rate | 100.0% | 87.3%+12.7pp | 87.1%+12.9pp | 72.4%+27.6pp |
| Annual return | 7.74% | 9.63%-1.9pp | 29.30%-21.6pp | 11.84%-4.1pp |
| Employer contribution / active EE | $12,851 | $3,583+258.6% | $5,211+146.6% | $2,302+458.3% |
| Participant deferral / active EE | $7,332 | $5,190+41.3% | $6,282+16.7% | $3,579+104.9% |
| Admin fee / account holder | $1 | $66-98.7% | $9,324-100.0% | $57-98.5% |