Filed November 4, 2016 (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 | $110,079 | $39,859+176.2% | $78,689+39.9% | $57,658+90.9% |
| Participation rate | 96.1% | 66.1%+30.0pp | 73.6%+22.5pp | 70.2%+25.8pp |
| Annual return | 8.46% | 18.96%-10.5pp | 62.18%-53.7pp | 5.13%+3.3pp |
| Employer contribution / active EE | $8,956 | $1,786+401.5% | $2,851+214.2% | $1,974+353.8% |
| Participant deferral / active EE | $7,094 | $2,248+215.6% | $3,517+101.7% | $3,061+131.8% |
| Admin fee / account holder | $0 | $76-100.0% | $4,510-100.0% | $95-100.0% |