Filed May 1, 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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,465 | $64,119-58.7% | $112,228-76.4% | $66,914-60.4% |
| Participation rate | 83.6% | 68.5%+15.2pp | 75.1%+8.6pp | 69.8%+13.8pp |
| Annual return | -9.49% | -13.81%+4.3pp | 27.45%-36.9pp | 1.58%-11.1pp |
| Employer contribution / active EE | $8,768 | $3,005+191.7% | $3,635+141.2% | $2,544+244.6% |
| Participant deferral / active EE | $0 | $3,693-100.0% | $4,728-100.0% | $4,237-100.0% |
| Admin fee / account holder | $35 | $625-94.4% | $6,410-99.5% | $593-94.1% |