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 | $105,826 | $112,686-6.1% | $169,993-37.7% | $80,160+32.0% |
| Participation rate | 99.3% | 87.4%+12.0pp | 87.0%+12.3pp | 72.9%+26.4pp |
| Annual return | -19.92% | 67.04%-87.0pp | 53.37%-73.3pp | 40.38%-60.3pp |
| Employer contribution / active EE | $4,326 | $4,481-3.5% | $6,785-36.2% | $2,978+45.3% |
| Participant deferral / active EE | $0 | $7,876-100.0% | $10,408-100.0% | $5,017-100.0% |
| Admin fee / account holder | $0 | $99-100.0% | $12,815-100.0% | $145-100.0% |