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.
Annual investment return 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 | $74,030 | $69,159+7.0% | $125,175-40.9% | $67,579+9.5% |
| Participation rate | 97.8% | 78.2%+19.6pp | 79.8%+18.0pp | 71.3%+26.5pp |
| Annual return | -3.34% | 27.12%-30.5pp | 43.79%-47.1pp | 378.56%-381.9pp |
| Employer contribution / active EE | $4,247 | $2,023+109.9% | $3,865+9.9% | $2,148+97.8% |
| Participant deferral / active EE | $0 | $3,700-100.0% | $4,937-100.0% | $3,539-100.0% |
| Admin fee / account holder | $4 | $142-97.2% | $9,702-100.0% | $142-97.2% |