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 | $132,571 | $65,409+102.7% | $98,442+34.7% | $85,850+54.4% |
| Participation rate | 90.2% | 65.0%+25.2pp | 73.3%+16.9pp | 69.3%+20.9pp |
| Annual return | 21.12% | 21.76%-0.6pp | 1492.73%-1471.6pp | 318.53%-297.4pp |
| Employer contribution / active EE | $0 | $2,168-100.0% | $2,960-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $12,829 | $3,166+305.2% | $4,276+200.0% | $3,952+224.6% |
| Admin fee / account holder | $0 | $4,593-100.0% | $5,949-100.0% | $6,260-100.0% |