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 | $114,798 | $67,984+68.9% | $65,493+75.3% | $74,304+54.5% |
| Participation rate | 91.0% | 66.3%+24.7pp | 73.1%+17.9pp | 60.3%+30.7pp |
| Annual return | 13.50% | 19.87%-6.4pp | 982.45%-968.9pp | 29.43%-15.9pp |
| Employer contribution / active EE | $1,475 | $2,491-40.8% | $2,574-42.7% | $2,241-34.2% |
| Participant deferral / active EE | $8,550 | $3,346+155.5% | $3,961+115.9% | $3,767+127.0% |
| Admin fee / account holder | $192 | $1,373-86.0% | $5,028-96.2% | $2,969-93.5% |