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 | $0 | $55,002-100.0% | $59,878-100.0% | $56,287-100.0% |
| Participation rate | 0.0% | 75.9%-75.9pp | 74.7%-74.7pp | 69.9%-69.9pp |
| Annual return | 8.42% | 1.13%+7.3pp | 3.46%+5.0pp | -9.96%+18.4pp |
| Employer contribution / active EE | $3,178 | $2,448+29.8% | $2,722+16.8% | $2,111+50.6% |
| Participant deferral / active EE | $5,703 | $3,121+82.7% | $3,402+67.6% | $3,350+70.2% |
| Admin fee / account holder | $0 | $236-100.0% | $3,590-100.0% | $521-100.0% |