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 | $155,532 | $95,542+62.8% | $69,455+123.9% | $67,579+130.1% |
| Participation rate | 96.1% | 79.4%+16.7pp | 74.6%+21.5pp | 71.3%+24.8pp |
| Annual return | 89.61% | 17.67%+71.9pp | 28.97%+60.6pp | 378.56%-288.9pp |
| Employer contribution / active EE | $5,367 | $2,989+79.6% | $2,779+93.1% | $2,148+149.9% |
| Participant deferral / active EE | $6,204 | $3,263+90.1% | $3,535+75.5% | $3,539+75.3% |
| Admin fee / account holder | $5 | $90-94.0% | $3,839-99.9% | $142-96.2% |