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 | $69,437 | $74,552-6.9% | $62,995+10.2% | $69,631-0.3% |
| Participation rate | 99.4% | 78.3%+21.2pp | 74.8%+24.6pp | 70.7%+28.8pp |
| Annual return | 10.92% | 15.77%-4.8pp | 87.57%-76.6pp | 27571.02%-27560.1pp |
| Employer contribution / active EE | $3,099 | $2,929+5.8% | $2,759+12.3% | $2,032+52.5% |
| Participant deferral / active EE | $3,334 | $2,974+12.1% | $3,329+0.1% | $3,224+3.4% |
| Admin fee / account holder | $17 | $59-71.7% | $3,600-99.5% | $110-84.8% |