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 | $20,051 | $52,293-61.7% | $178,490-88.8% | $73,409-72.7% |
| Participation rate | 91.7% | 65.3%+26.4pp | 81.9%+9.8pp | 72.2%+19.6pp |
| Annual return | 4.00% | 34.75%-30.7pp | 151.07%-147.1pp | 59.29%-55.3pp |
| Employer contribution / active EE | $1,860 | $1,735+7.2% | $5,011-62.9% | $2,234-16.7% |
| Participant deferral / active EE | $2,262 | $2,332-3.0% | $5,202-56.5% | $3,805-40.6% |
| Admin fee / account holder | $2 | $127-98.1% | $13,984-100.0% | $158-98.4% |