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 5-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 | $97,467 | $67,166+45.1% | $57,343+70.0% | $55,191+76.6% |
| Participation rate | 96.4% | 77.7%+18.7pp | 75.1%+21.3pp | 69.2%+27.2pp |
| Annual return | 3.87% | 4.22%-0.4pp | 24.39%-20.5pp | 10.78%-6.9pp |
| Employer contribution / active EE | $1,739 | $2,812-38.1% | $2,689-35.3% | $1,899-8.4% |
| Participant deferral / active EE | $5,940 | $2,835+109.5% | $3,162+87.8% | $3,046+95.0% |
| Admin fee / account holder | $8 | $44-82.1% | $3,356-99.8% | $91-91.4% |