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 | $53,057 | $71,802-26.1% | $133,980-60.4% | $57,658-8.0% |
| Participation rate | 83.7% | 85.5%-1.7pp | 87.1%-3.3pp | 70.2%+13.5pp |
| Annual return | 8.83% | 13.51%-4.7pp | 29.30%-20.5pp | 5.13%+3.7pp |
| Employer contribution / active EE | $2,935 | $3,161-7.1% | $5,211-43.7% | $1,974+48.7% |
| Participant deferral / active EE | $2,674 | $4,606-41.9% | $6,282-57.4% | $3,061-12.6% |
| Admin fee / account holder | $10 | $88-89.1% | $9,324-99.9% | $95-89.9% |