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 | $78,525 | $82,546-4.9% | $140,016-43.9% | $75,289+4.3% |
| Participation rate | 97.1% | 88.4%+8.7pp | 87.5%+9.6pp | 72.4%+24.7pp |
| Annual return | -3.75% | -0.36%-3.4pp | 651.12%-654.9pp | -0.04%-3.7pp |
| Employer contribution / active EE | $2,314 | $3,856-40.0% | $5,606-58.7% | $2,405-3.8% |
| Participant deferral / active EE | $5,640 | $5,731-1.6% | $6,927-18.6% | $3,739+50.9% |
| Admin fee / account holder | $0 | $86-100.0% | $10,705-100.0% | $102-100.0% |