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 | $67,158 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,126 | $47,126+55.2% | $149,673-51.1% | $74,419-1.7% |
| Participation rate | 78.2% | 63.4%+14.8pp | 78.8%-0.6pp | 70.7%+7.5pp |
| Annual return | 14.77% | 22.75%-8.0pp | 134.42%-119.6pp | 34.38%-19.6pp |
| Employer contribution / active EE | $3,673 | $1,905+92.8% | $4,818-23.8% | $2,637+39.3% |
| Participant deferral / active EE | $3,455 | $2,728+26.7% | $5,680-39.2% | $4,528-23.7% |
| Admin fee / account holder | $96 | $343-72.0% | $13,210-99.3% | $348-72.4% |