Filed July 18, 2018 (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 | $87,766 | $68,408+28.3% | $57,179+53.5% | $57,658+52.2% |
| Participation rate | 97.5% | 79.1%+18.3pp | 75.3%+22.1pp | 70.2%+27.2pp |
| Annual return | 6.25% | 8.51%-2.3pp | 14.59%-8.3pp | 5.13%+1.1pp |
| Employer contribution / active EE | $3,773 | $2,869+31.5% | $2,682+40.7% | $1,974+91.2% |
| Participant deferral / active EE | $1,532 | $2,903-47.2% | $3,096-50.5% | $3,061-50.0% |
| Admin fee / account holder | $0 | $70-100.0% | $3,139-100.0% | $95-100.0% |