Filed December 10, 2014
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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 19 · EIN 51-0396365 | Securities Custodian | $104,968 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,989 | $56,485+50.5% | $185,823-54.3% | $86,799-2.1% |
| Participation rate | 79.6% | 65.5%+14.1pp | 81.7%-2.1pp | 72.3%+7.3pp |
| Annual return | 12.26% | 118.04%-105.8pp | 122.05%-109.8pp | 97.91%-85.6pp |
| Employer contribution / active EE | $3,714 | $1,843+101.5% | $5,167-28.1% | $2,405+54.4% |
| Participant deferral / active EE | $3,548 | $2,553+39.0% | $5,568-36.3% | $4,131-14.1% |
| Admin fee / account holder | $172 | $150+14.8% | $16,237-98.9% | $170+1.3% |