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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $57,029 | $80,005-28.7% | $140,016-59.3% | $55,725+2.3% |
| Participation rate | 82.0% | 87.0%-5.0pp | 87.5%-5.5pp | 70.9%+11.2pp |
| Annual return | 2.67% | 0.46%+2.2pp | 651.12%-648.5pp | 244.93%-242.3pp |
| Employer contribution / active EE | $2,863 | $3,403-15.9% | $5,606-48.9% | $2,078+37.8% |
| Participant deferral / active EE | $2,908 | $5,264-44.8% | $6,927-58.0% | $3,356-13.3% |
| Admin fee / account holder | $12 | $116-89.2% | $10,705-99.9% | $115-89.2% |