Filed June 30, 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 9-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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $72,130 | $68,408+5.4% | $57,179+26.1% | $57,658+25.1% |
| Participation rate | 95.4% | 79.1%+16.2pp | 75.3%+20.0pp | 70.2%+25.2pp |
| Annual return | 0.74% | 8.51%-7.8pp | 14.59%-13.9pp | 5.13%-4.4pp |
| Employer contribution / active EE | $3,228 | $2,869+12.5% | $2,682+20.3% | $1,974+63.5% |
| Participant deferral / active EE | $3,399 | $2,903+17.1% | $3,096+9.8% | $3,061+11.0% |
| Admin fee / account holder | $5 | $70-93.3% | $3,139-99.9% | $95-95.1% |