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 | $79,196 | $84,948-6.8% | $70,449+12.4% | $73,409+7.9% |
| Participation rate | 97.5% | 79.9%+17.6pp | 75.1%+22.5pp | 72.2%+25.3pp |
| Annual return | 4.21% | 13.39%-9.2pp | 109.03%-104.8pp | 59.29%-55.1pp |
| Employer contribution / active EE | $3,668 | $2,834+29.4% | $2,737+34.0% | $2,234+64.2% |
| Participant deferral / active EE | $4,241 | $3,387+25.2% | $3,709+14.4% | $3,805+11.5% |
| Admin fee / account holder | $55 | $98-44.3% | $3,845-98.6% | $158-65.4% |