Filed July 23, 2014 (most recent of 3 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 9-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.
Annual investment return 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 | $123,566 | $53,127+132.6% | $86,590+42.7% | $70,131+76.2% |
| Participation rate | 87.6% | 65.3%+22.3pp | 73.5%+14.1pp | 69.5%+18.1pp |
| Annual return | 12.00% | 27.66%-15.7pp | 964.84%-952.8pp | 73.14%-61.1pp |
| Employer contribution / active EE | $12,975 | $2,068+527.4% | $2,839+357.0% | $2,342+453.9% |
| Participant deferral / active EE | $0 | $2,696-100.0% | $3,609-100.0% | $3,332-100.0% |
| Admin fee / account holder | $0 | $3,585-100.0% | $4,906-100.0% | $4,645-100.0% |