Filed September 8, 2017 (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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $38,861 | $68,408-43.2% | $57,179-32.0% | $57,658-32.6% |
| Participation rate | 71.9% | 79.1%-7.2pp | 75.3%-3.4pp | 70.2%+1.7pp |
| Annual return | 6.09% | 8.51%-2.4pp | 14.59%-8.5pp | 5.13%+1.0pp |
| Employer contribution / active EE | $867 | $2,869-69.8% | $2,682-67.7% | $1,974-56.1% |
| Participant deferral / active EE | $1,765 | $2,903-39.2% | $3,096-43.0% | $3,061-42.3% |
| Admin fee / account holder | $0 | $70-100.0% | $3,139-100.0% | $95-100.0% |