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 | $81,935 | $89,274-8.2% | $149,718-45.3% | $77,958+5.1% |
| Participation rate | 97.2% | 87.6%+9.5pp | 87.1%+10.1pp | 71.6%+25.5pp |
| Annual return | 17.84% | 20.36%-2.5pp | 1501.63%-1483.8pp | 20.87%-3.0pp |
| Employer contribution / active EE | $2,232 | $3,727-40.1% | $5,445-59.0% | $2,310-3.4% |
| Participant deferral / active EE | $5,220 | $5,382-3.0% | $6,569-20.5% | $3,537+47.6% |
| Admin fee / account holder | $0 | $240-100.0% | $11,283-100.0% | $97-100.0% |