Filed December 4, 2015 (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 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 | $68,831 | $52,467+31.2% | $57,179+20.4% | $55,167+24.8% |
| Participation rate | 98.5% | 75.8%+22.7pp | 75.3%+23.2pp | 69.0%+29.5pp |
| Annual return | 1.78% | 7.72%-5.9pp | 14.59%-12.8pp | 169.23%-167.4pp |
| Employer contribution / active EE | $2,785 | $2,477+12.4% | $2,682+3.8% | $1,963+41.9% |
| Participant deferral / active EE | $5,778 | $2,830+104.2% | $3,096+86.6% | $3,054+89.2% |
| Admin fee / account holder | $0 | $269-100.0% | $3,139-100.0% | $504-100.0% |