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 | $119,981 | $46,100+160.3% | $86,590+38.6% | $69,631+72.3% |
| Participation rate | 95.2% | 67.2%+28.1pp | 73.5%+21.7pp | 70.7%+24.6pp |
| Annual return | 15.55% | 21.02%-5.5pp | 964.84%-949.3pp | 27571.02%-27555.5pp |
| Employer contribution / active EE | $8,759 | $1,850+373.5% | $2,839+208.5% | $2,032+331.0% |
| Participant deferral / active EE | $6,640 | $2,432+173.1% | $3,609+84.0% | $3,224+106.0% |
| Admin fee / account holder | $0 | $94-100.0% | $4,906-100.0% | $110-100.0% |