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 | $99,005 | $65,557+51.0% | $64,056+54.6% | $71,457+38.6% |
| Participation rate | 98.9% | 73.2%+25.8pp | 72.3%+26.6pp | 67.9%+31.0pp |
| Annual return | 16.01% | 18.94%-2.9pp | 33.69%-17.7pp | 28.85%-12.8pp |
| Employer contribution / active EE | $1,327 | $2,669-50.3% | $2,747-51.7% | $2,588-48.7% |
| Participant deferral / active EE | $7,978 | $3,626+120.0% | $3,880+105.6% | $4,289+86.0% |
| Admin fee / account holder | $121 | $616-80.3% | $3,068-96.1% | $1,587-92.4% |