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 | $92,962 | $70,083+32.6% | $59,878+55.3% | $55,725+66.8% |
| Participation rate | 97.0% | 78.4%+18.6pp | 74.7%+22.3pp | 70.9%+26.1pp |
| Annual return | -1.94% | 3.13%-5.1pp | 3.46%-5.4pp | 244.93%-246.9pp |
| Employer contribution / active EE | $4,565 | $2,878+58.6% | $2,722+67.7% | $2,078+119.7% |
| Participant deferral / active EE | $1,945 | $3,079-36.8% | $3,402-42.8% | $3,356-42.0% |
| Admin fee / account holder | $1 | $70-98.7% | $3,590-100.0% | $115-99.2% |