Filed April 29, 2014 (most recent of 4 filings on file)
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,215 | $80,354-16.4% | $133,980-49.8% | $63,975+5.1% |
| Participation rate | 98.3% | 87.5%+10.8pp | 87.1%+11.2pp | 71.1%+27.2pp |
| Annual return | 9.10% | 13.11%-4.0pp | 29.30%-20.2pp | 48.65%-39.6pp |
| Employer contribution / active EE | $2,221 | $3,503-36.6% | $5,211-57.4% | $2,182+1.8% |
| Participant deferral / active EE | $4,809 | $5,239-8.2% | $6,282-23.4% | $3,356+43.3% |
| Admin fee / account holder | $0 | $69-100.0% | $9,324-100.0% | $70-100.0% |