Filed June 5, 2014
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 | $57,151 | $52,467+8.9% | $57,1790% | $55,167+3.6% |
| Participation rate | 99.5% | 75.8%+23.7pp | 75.3%+24.2pp | 69.0%+30.6pp |
| Annual return | 7.29% | 7.72%-0.4pp | 14.59%-7.3pp | 169.23%-161.9pp |
| Employer contribution / active EE | $1,119 | $2,477-54.8% | $2,682-58.3% | $1,963-43.0% |
| Participant deferral / active EE | $2,892 | $2,830+2.2% | $3,096-6.6% | $3,054-5.3% |
| Admin fee / account holder | $0 | $269-100.0% | $3,139-100.0% | $504-100.0% |