Filed February 5, 2014
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,879 | $51,769-75.1% | $57,343-77.5% | $52,331-75.4% |
| Participation rate | 97.6% | 75.2%+22.4pp | 75.1%+22.5pp | 68.1%+29.5pp |
| Annual return | 0.49% | 2.43%-1.9pp | 24.39%-23.9pp | 4.54%-4.1pp |
| Employer contribution / active EE | $1,939 | $2,335-17.0% | $2,689-27.9% | $1,882+3.0% |
| Participant deferral / active EE | $0 | $2,794-100.0% | $3,162-100.0% | $3,022-100.0% |
| Admin fee / account holder | $54 | $295-81.7% | $3,356-98.4% | $592-90.9% |