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).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $261,771 | $104,281+151.0% | $140,016+87.0% | $68,904+279.9% |
| Participation rate | 100.0% | 89.1%+10.9pp | 87.5%+12.5pp | 74.1%+25.9pp |
| Annual return | -4.07% | -1.33%-2.7pp | 651.12%-655.2pp | 1.07%-5.1pp |
| Employer contribution / active EE | $15,639 | $4,070+284.2% | $5,606+179.0% | $2,540+515.6% |
| Participant deferral / active EE | $8,647 | $6,129+41.1% | $6,927+24.8% | $4,015+115.3% |
| Admin fee / account holder | $2 | $79-97.0% | $10,705-100.0% | $71-96.7% |