Filed April 27, 2016
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 | $48,617 | $68,413-28.9% | $123,104-60.5% | $55,191-11.9% |
| Participation rate | 80.9% | 84.5%-3.6pp | 86.8%-5.9pp | 69.2%+11.7pp |
| Annual return | 0.29% | 6.30%-6.0pp | 13.22%-12.9pp | 10.78%-10.5pp |
| Employer contribution / active EE | $1,655 | $3,050-45.8% | $5,151-67.9% | $1,899-12.9% |
| Participant deferral / active EE | $2,624 | $4,490-41.6% | $6,230-57.9% | $3,046-13.9% |
| Admin fee / account holder | $27 | $88-69.0% | $9,015-99.7% | $91-70.0% |