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.
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 | $168,787 | $60,124+180.7% | $90,404+86.7% | $79,858+111.4% |
| Participation rate | 92.5% | 65.0%+27.5pp | 72.7%+19.8pp | 69.6%+22.9pp |
| Annual return | 11.21% | 71.94%-60.7pp | 1293.02%-1281.8pp | 31.71%-20.5pp |
| Employer contribution / active EE | $18,987 | $2,068+818.3% | $3,262+482.1% | $2,471+668.5% |
| Participant deferral / active EE | $0 | $2,938-100.0% | $3,963-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $3,976-100.0% | $5,611-100.0% | $5,306-100.0% |