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 | $73,503 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,369 | $46,292+45.5% | $143,757-53.1% | $64,808+4.0% |
| Participation rate | 87.6% | 64.2%+23.4pp | 80.3%+7.3pp | 71.5%+16.2pp |
| Annual return | -13.57% | -10.05%-3.5pp | -0.04%-13.5pp | 32.82%-46.4pp |
| Employer contribution / active EE | $3,945 | $1,910+106.6% | $4,951-20.3% | $2,506+57.4% |
| Participant deferral / active EE | $3,904 | $2,646+47.6% | $5,637-30.7% | $4,310-9.4% |
| Admin fee / account holder | $111 | $154-27.7% | $14,673-99.2% | $188-40.8% |