Filed December 4, 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.
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 | $17,885 | $62,928-71.6% | $172,739-89.6% | $67,579-73.5% |
| Participation rate | 81.1% | 64.5%+16.7pp | 82.6%-1.5pp | 71.3%+9.8pp |
| Annual return | 11.75% | 30.36%-18.6pp | 802.84%-791.1pp | 378.56%-366.8pp |
| Employer contribution / active EE | $1,573 | $1,636-3.8% | $5,143-69.4% | $2,148-26.7% |
| Participant deferral / active EE | $1,803 | $2,145-16.0% | $5,198-65.3% | $3,539-49.1% |
| Admin fee / account holder | $4 | $167-97.8% | $13,954-100.0% | $142-97.5% |