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 | $103,957 | $68,408+52.0% | $57,179+81.8% | $57,658+80.3% |
| Participation rate | 94.6% | 79.1%+15.5pp | 75.3%+19.3pp | 70.2%+24.4pp |
| Annual return | 8.67% | 8.51%+0.2pp | 14.59%-5.9pp | 5.13%+3.5pp |
| Employer contribution / active EE | $1,665 | $2,869-42.0% | $2,682-37.9% | $1,974-15.6% |
| Participant deferral / active EE | $5,870 | $2,903+102.2% | $3,096+89.6% | $3,061+91.8% |
| Admin fee / account holder | $7 | $70-89.9% | $3,139-99.8% | $95-92.5% |