Filed April 7, 2014 (most recent of 2 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 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 | $86,289 | $79,124+9.1% | $60,874+41.8% | $64,808+33.1% |
| Participation rate | 72.0% | 77.7%-5.7pp | 73.1%-1.1pp | 71.5%+0.6pp |
| Annual return | -13.13% | -7.13%-6.0pp | 16.90%-30.0pp | 32.82%-46.0pp |
| Employer contribution / active EE | $957 | $3,050-68.6% | $2,701-64.6% | $2,506-61.8% |
| Participant deferral / active EE | $5,322 | $3,725+42.9% | $3,817+39.4% | $4,310+23.5% |
| Admin fee / account holder | $100 | $106-5.1% | $3,224-96.9% | $188-46.6% |