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 | $39,956 | $74,552-46.4% | $62,995-36.6% | $69,631-42.6% |
| Participation rate | 98.9% | 78.3%+20.6pp | 74.8%+24.1pp | 70.7%+28.2pp |
| Annual return | 13.21% | 15.77%-2.6pp | 87.57%-74.4pp | 27571.02%-27557.8pp |
| Employer contribution / active EE | $781 | $2,929-73.4% | $2,759-71.7% | $2,032-61.6% |
| Participant deferral / active EE | $1,698 | $2,974-42.9% | $3,329-49.0% | $3,224-47.3% |
| Admin fee / account holder | $0 | $59-100.0% | $3,600-100.0% | $110-100.0% |