Filed April 25, 2015
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 | $55,206 | $60,165-8.2% | $74,183-25.6% | $55,167+0.1% |
| Participation rate | 93.4% | 74.2%+19.3pp | 76.6%+16.8pp | 69.0%+24.4pp |
| Annual return | 8.53% | 10.00%-1.5pp | 17.74%-9.2pp | 169.23%-160.7pp |
| Employer contribution / active EE | $1,685 | $1,600+5.4% | $2,370-28.9% | $1,963-14.1% |
| Participant deferral / active EE | $4,675 | $2,973+57.3% | $3,550+31.7% | $3,054+53.1% |
| Admin fee / account holder | $26 | $419-93.8% | $5,586-99.5% | $504-94.8% |