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 | $151,552 | $54,762+176.7% | $90,281+67.9% | $72,985+107.6% |
| Participation rate | 90.1% | 65.1%+25.0pp | 73.3%+16.8pp | 69.5%+20.6pp |
| Annual return | 7.14% | 30.63%-23.5pp | 78.10%-71.0pp | 81.00%-73.9pp |
| Employer contribution / active EE | $8,012 | $2,092+282.9% | $2,854+180.7% | $2,440+228.4% |
| Participant deferral / active EE | $0 | $2,887-100.0% | $3,885-100.0% | $3,607-100.0% |
| Admin fee / account holder | $0 | $3,972-100.0% | $5,351-100.0% | $5,124-100.0% |