Filed March 27, 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.
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 | $69,803 | $74,552-6.4% | $62,995+10.8% | $69,631+0.2% |
| Participation rate | 98.0% | 78.3%+19.7pp | 74.8%+23.2pp | 70.7%+27.3pp |
| Annual return | 14.75% | 15.77%-1.0pp | 87.57%-72.8pp | 27571.02%-27556.3pp |
| Employer contribution / active EE | $2,488 | $2,929-15.1% | $2,759-9.8% | $2,032+22.4% |
| Participant deferral / active EE | $2,505 | $2,974-15.8% | $3,329-24.8% | $3,224-22.3% |
| Admin fee / account holder | $0 | $59-100.0% | $3,600-100.0% | $110-100.0% |