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 | $188,149 | $65,409+187.6% | $98,442+91.1% | $85,850+119.2% |
| Participation rate | 87.2% | 65.0%+22.2pp | 73.3%+13.8pp | 69.3%+17.9pp |
| Annual return | 13.42% | 21.76%-8.3pp | 1492.73%-1479.3pp | 318.53%-305.1pp |
| Employer contribution / active EE | $19,908 | $2,168+818.4% | $2,960+572.6% | $2,565+676.1% |
| Participant deferral / active EE | $0 | $3,166-100.0% | $4,276-100.0% | $3,952-100.0% |
| Admin fee / account holder | $0 | $4,593-100.0% | $5,949-100.0% | $6,260-100.0% |