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 | $69,091 | $64,909+6.4% | $82,313-16.1% | $62,292+10.9% |
| Participation rate | 100.0% | 74.9%+25.1pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 17.41% | 21.18%-3.8pp | 25.88%-8.5pp | 28.90%-11.5pp |
| Employer contribution / active EE | $1,598 | $1,676-4.7% | $2,428-34.2% | $2,042-21.8% |
| Participant deferral / active EE | $4,483 | $3,103+44.5% | $3,706+21.0% | $3,169+41.5% |
| Admin fee / account holder | $20 | $440-95.4% | $5,608-99.6% | $479-95.8% |