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 | $172,532 | $84,948+103.1% | $70,449+144.9% | $73,409+135.0% |
| Participation rate | 95.9% | 79.9%+16.0pp | 75.1%+20.9pp | 72.2%+23.7pp |
| Annual return | 13.91% | 13.39%+0.5pp | 109.03%-95.1pp | 59.29%-45.4pp |
| Employer contribution / active EE | $6,355 | $2,834+124.2% | $2,737+132.2% | $2,234+184.5% |
| Participant deferral / active EE | $7,172 | $3,387+111.7% | $3,709+93.4% | $3,805+88.5% |
| Admin fee / account holder | $10 | $98-90.0% | $3,845-99.7% | $158-93.8% |