Filed February 13, 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.
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 | $83,385 | $62,267+33.9% | $110,238-24.4% | $55,725+49.6% |
| Participation rate | 96.4% | 78.1%+18.2pp | 79.8%+16.6pp | 70.9%+25.5pp |
| Annual return | 36.46% | -1.07%+37.5pp | 314.74%-278.3pp | 244.93%-208.5pp |
| Employer contribution / active EE | $3,271 | $1,941+68.5% | $3,826-14.5% | $2,078+57.4% |
| Participant deferral / active EE | $0 | $3,516-100.0% | $4,672-100.0% | $3,356-100.0% |
| Admin fee / account holder | $3 | $121-97.2% | $8,547-100.0% | $115-97.0% |