Filed May 2, 2016 (most recent of 2 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 | $124,660 | $62,267+100.2% | $110,238+13.1% | $55,725+123.7% |
| Participation rate | 85.4% | 78.1%+7.3pp | 79.8%+5.6pp | 70.9%+14.6pp |
| Annual return | -4.37% | -1.07%-3.3pp | 314.74%-319.1pp | 244.93%-249.3pp |
| Employer contribution / active EE | $3,760 | $1,941+93.7% | $3,826-1.7% | $2,078+80.9% |
| Participant deferral / active EE | $7,910 | $3,516+125.0% | $4,672+69.3% | $3,356+135.7% |
| Admin fee / account holder | $2 | $121-98.3% | $8,547-100.0% | $115-98.2% |