Filed December 2, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,060 | $104,475-56.9% | $159,436-71.7% | $79,386-43.2% |
| Participation rate | 96.1% | 76.6%+19.5pp | 82.8%+13.3pp | 70.7%+25.4pp |
| Annual return | 224.44% | 67.95%+156.5pp | 263.57%-39.1pp | 116.85%+107.6pp |
| Employer contribution / active EE | $589 | $3,417-82.7% | $4,829-87.8% | $2,427-75.7% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $7,352-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $711-100.0% | $10,799-100.0% | $626-100.0% |