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 6-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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,075 | $160,882-19.1% | $200,582-35.2% | $102,872+26.4% |
| Participation rate | 81.0% | 91.2%-10.2pp | 86.9%-5.9pp | 73.0%+8.0pp |
| Annual return | 4.89% | 18.15%-13.3pp | 42.33%-37.4pp | 19.06%-14.2pp |
| Employer contribution / active EE | $2,820 | $5,602-49.7% | $6,419-56.1% | $3,526-20.0% |
| Participant deferral / active EE | $0 | $9,300-100.0% | $9,331-100.0% | $5,535-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $16,305-100.0% | $292-100.0% |