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 | $108,368 | $70,083+54.6% | $59,878+81.0% | $55,725+94.5% |
| Participation rate | 93.1% | 78.4%+14.7pp | 74.7%+18.4pp | 70.9%+22.2pp |
| Annual return | -2.43% | 3.13%-5.6pp | 3.46%-5.9pp | 244.93%-247.4pp |
| Employer contribution / active EE | $1,852 | $2,878-35.6% | $2,722-31.9% | $2,078-10.9% |
| Participant deferral / active EE | $6,458 | $3,079+109.8% | $3,402+89.8% | $3,356+92.5% |
| Admin fee / account holder | $10 | $70-85.7% | $3,590-99.7% | $115-91.3% |