Filed April 2, 2014 (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 | $82,582 | $66,764+23.7% | $88,497-6.7% | $62,891+31.3% |
| Participation rate | 100.0% | 77.3%+22.7pp | 82.4%+17.6pp | 69.3%+30.7pp |
| Annual return | 8.85% | 10.37%-1.5pp | 7.63%+1.2pp | 20.14%-11.3pp |
| Employer contribution / active EE | $5,281 | $3,077+71.6% | $4,036+30.8% | $2,281+131.5% |
| Participant deferral / active EE | $7,784 | $3,976+95.8% | $4,899+58.9% | $3,203+143.0% |
| Admin fee / account holder | $22 | $4,668-99.5% | $6,220-99.6% | $4,296-99.5% |