Filed January 20, 2014 (most recent of 3 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 | $61,271 | $84,948-27.9% | $70,449-13.0% | $73,409-16.5% |
| Participation rate | 88.1% | 79.9%+8.1pp | 75.1%+13.0pp | 72.2%+15.9pp |
| Annual return | 16.27% | 13.39%+2.9pp | 109.03%-92.8pp | 59.29%-43.0pp |
| Employer contribution / active EE | $4,252 | $2,834+50.1% | $2,737+55.4% | $2,234+90.4% |
| Participant deferral / active EE | $0 | $3,387-100.0% | $3,709-100.0% | $3,805-100.0% |
| Admin fee / account holder | $17 | $98-82.4% | $3,845-99.6% | $158-89.1% |