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 | $116,786 | $74,552+56.7% | $62,995+85.4% | $69,631+67.7% |
| Participation rate | 94.1% | 78.3%+15.8pp | 74.8%+19.3pp | 70.7%+23.4pp |
| Annual return | 16.01% | 15.77%+0.2pp | 87.57%-71.6pp | 27571.02%-27555.0pp |
| Employer contribution / active EE | $1,654 | $2,929-43.5% | $2,759-40.1% | $2,032-18.6% |
| Participant deferral / active EE | $5,773 | $2,974+94.1% | $3,329+73.4% | $3,224+79.1% |
| Admin fee / account holder | $8 | $59-86.8% | $3,600-99.8% | $110-92.9% |