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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,776 | $118,337+49.4% | $189,513-6.7% | $93,030+90.0% |
| Participation rate | 99.5% | 89.1%+10.4pp | 87.8%+11.6pp | 73.9%+25.5pp |
| Annual return | 22.28% | 21.77%+0.5pp | 555.15%-532.9pp | 158.70%-136.4pp |
| Employer contribution / active EE | $2,809 | $4,204-33.2% | $6,162-54.4% | $2,706+3.8% |
| Participant deferral / active EE | $0 | $7,123-100.0% | $8,221-100.0% | $4,562-100.0% |
| Admin fee / account holder | $0 | $100-100.0% | $12,045-100.0% | $152-100.0% |