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.
Annual investment return 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 | $96,513 | $74,552+29.5% | $62,995+53.2% | $69,631+38.6% |
| Participation rate | 97.1% | 78.3%+18.8pp | 74.8%+22.3pp | 70.7%+26.4pp |
| Annual return | 12.53% | 15.77%-3.2pp | 87.57%-75.0pp | 27571.02%-27558.5pp |
| Employer contribution / active EE | $3,849 | $2,929+31.4% | $2,759+39.5% | $2,032+89.4% |
| Participant deferral / active EE | $1,548 | $2,974-47.9% | $3,329-53.5% | $3,224-52.0% |
| Admin fee / account holder | $0 | $59-100.0% | $3,600-100.0% | $110-100.0% |