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.
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 | $74,430 | $70,083+6.2% | $59,878+24.3% | $55,725+33.6% |
| Participation rate | 97.2% | 78.4%+18.9pp | 74.7%+22.5pp | 70.9%+26.4pp |
| Annual return | 9.56% | 3.13%+6.4pp | 3.46%+6.1pp | 244.93%-235.4pp |
| Employer contribution / active EE | $3,471 | $2,878+20.6% | $2,722+27.5% | $2,078+67.0% |
| Participant deferral / active EE | $3,873 | $3,079+25.8% | $3,402+13.8% | $3,356+15.4% |
| Admin fee / account holder | $31 | $70-56.3% | $3,590-99.1% | $115-73.3% |