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 | $243,786 | $74,552+227.0% | $62,995+287.0% | $69,631+250.1% |
| Participation rate | 98.6% | 78.3%+20.4pp | 74.8%+23.8pp | 70.7%+28.0pp |
| Annual return | 14.35% | 15.77%-1.4pp | 87.57%-73.2pp | 27571.02%-27556.7pp |
| Employer contribution / active EE | $6,089 | $2,929+107.9% | $2,759+120.7% | $2,032+199.7% |
| Participant deferral / active EE | $6,942 | $2,974+133.4% | $3,329+108.5% | $3,224+115.3% |
| Admin fee / account holder | $18 | $59-69.3% | $3,600-99.5% | $110-83.5% |