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.
Employer contribution per participant 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 | $137,972 | $95,918+43.8% | $151,611-9.0% | $77,904+77.1% |
| Participation rate | 99.4% | 88.7%+10.7pp | 87.5%+11.9pp | 73.7%+25.8pp |
| Annual return | -15.02% | -5.50%-9.5pp | 3.33%-18.4pp | 12.21%-27.2pp |
| Employer contribution / active EE | $1,337 | $4,330-69.1% | $6,166-78.3% | $2,848-53.0% |
| Participant deferral / active EE | $0 | $7,508-100.0% | $8,363-100.0% | $4,806-100.0% |
| Admin fee / account holder | $0 | $93-100.0% | $11,616-100.0% | $133-100.0% |