Filed June 29, 2015 (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 | $73,876 | $52,467+40.8% | $57,179+29.2% | $55,167+33.9% |
| Participation rate | 94.6% | 75.8%+18.8pp | 75.3%+19.3pp | 69.0%+25.6pp |
| Annual return | 6.51% | 7.72%-1.2pp | 14.59%-8.1pp | 169.23%-162.7pp |
| Employer contribution / active EE | $2,484 | $2,477+0.3% | $2,682-7.4% | $1,963+26.6% |
| Participant deferral / active EE | $3,177 | $2,830+12.3% | $3,096+2.6% | $3,054+4.0% |
| Admin fee / account holder | $0 | $269-100.0% | $3,139-100.0% | $504-100.0% |