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 | $60,978 | $57,976+5.2% | $62,995-3.2% | $62,292-2.1% |
| Participation rate | 97.1% | 75.9%+21.1pp | 74.8%+22.3pp | 69.5%+27.6pp |
| Annual return | 13.21% | 17.54%-4.3pp | 87.57%-74.4pp | 28.90%-15.7pp |
| Employer contribution / active EE | $1,282 | $2,415-46.9% | $2,759-53.5% | $2,042-37.2% |
| Participant deferral / active EE | $3,144 | $2,956+6.4% | $3,329-5.6% | $3,169-0.8% |
| Admin fee / account holder | $0 | $276-100.0% | $3,600-100.0% | $479-100.0% |