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 | $77,764 | $55,002+41.4% | $59,878+29.9% | $56,287+38.2% |
| Participation rate | 87.2% | 75.9%+11.3pp | 74.7%+12.5pp | 69.9%+17.3pp |
| Annual return | -5.05% | 1.13%-6.2pp | 3.46%-8.5pp | -9.96%+4.9pp |
| Employer contribution / active EE | $3,398 | $2,448+38.8% | $2,722+24.9% | $2,111+61.0% |
| Participant deferral / active EE | $4,338 | $3,121+39.0% | $3,402+27.5% | $3,350+29.5% |
| Admin fee / account holder | $0 | $236-100.0% | $3,590-100.0% | $521-100.0% |