Filed September 4, 2015 (most recent of 4 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 10-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 | $107,592 | $84,728+27.0% | $60,547+77.7% | $69,651+54.5% |
| Participation rate | 98.0% | 63.7%+34.2pp | 68.0%+30.0pp | 66.6%+31.4pp |
| Annual return | 0.62% | -1.91%+2.5pp | 335.64%-335.0pp | 53.77%-53.1pp |
| Employer contribution / active EE | $3,488 | $3,261+7.0% | $2,419+44.2% | $2,241+55.7% |
| Participant deferral / active EE | $4,812 | $3,056+57.5% | $3,328+44.6% | $3,635+32.4% |
| Admin fee / account holder | $1 | $74-98.6% | $4,536-100.0% | $63-98.4% |