Filed March 16, 2017
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $31,444 | $70,667-55.5% | $123,104-74.5% | $52,331-39.9% |
| Participation rate | 86.7% | 83.7%+3.0pp | 86.8%-0.1pp | 68.1%+18.6pp |
| Annual return | 0.67% | 6.23%-5.6pp | 13.22%-12.6pp | 4.54%-3.9pp |
| Employer contribution / active EE | $1,004 | $2,946-65.9% | $5,151-80.5% | $1,882-46.7% |
| Participant deferral / active EE | $2,148 | $4,493-52.2% | $6,230-65.5% | $3,022-28.9% |
| Admin fee / account holder | $184 | $506-63.8% | $9,015-98.0% | $592-69.0% |