Filed June 29, 2016
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 | $216,973 | $68,408+217.2% | $57,179+279.5% | $57,658+276.3% |
| Participation rate | 98.6% | 79.1%+19.4pp | 75.3%+23.2pp | 70.2%+28.4pp |
| Annual return | 7.45% | 8.51%-1.1pp | 14.59%-7.1pp | 5.13%+2.3pp |
| Employer contribution / active EE | $6,027 | $2,869+110.1% | $2,682+124.7% | $1,974+205.4% |
| Participant deferral / active EE | $7,085 | $2,903+144.0% | $3,096+128.8% | $3,061+131.5% |
| Admin fee / account holder | $42 | $70-40.0% | $3,139-98.7% | $95-55.8% |