Filed November 8, 2014
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 | $18,397 | $47,977-61.7% | $154,107-88.1% | $56,287-67.3% |
| Participation rate | 97.9% | 66.2%+31.8pp | 83.0%+14.9pp | 69.9%+28.1pp |
| Annual return | -6.74% | 3.54%-10.3pp | 735.12%-741.9pp | -9.96%+3.2pp |
| Employer contribution / active EE | $3,289 | $2,169+51.6% | $5,298-37.9% | $2,111+55.8% |
| Participant deferral / active EE | $1,728 | $2,392-27.7% | $5,081-66.0% | $3,350-48.4% |
| Admin fee / account holder | $6 | $438-98.7% | $13,411-100.0% | $521-98.9% |