Filed April 18, 2014 (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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $60,266 | $80,354-25.0% | $133,980-55.0% | $63,975-5.8% |
| Participation rate | 70.4% | 87.5%-17.1pp | 87.1%-16.6pp | 71.1%-0.7pp |
| Annual return | 14.84% | 13.11%+1.7pp | 29.30%-14.5pp | 48.65%-33.8pp |
| Employer contribution / active EE | $1,369 | $3,503-60.9% | $5,211-73.7% | $2,182-37.3% |
| Participant deferral / active EE | $2,668 | $5,239-49.1% | $6,282-57.5% | $3,356-20.5% |
| Admin fee / account holder | $0 | $69-100.0% | $9,324-100.0% | $70-100.0% |