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 | $54,529 | $79,124-31.1% | $60,874-10.4% | $64,808-15.9% |
| Participation rate | 87.7% | 77.7%+10.0pp | 73.1%+14.6pp | 71.5%+16.2pp |
| Annual return | -15.21% | -7.13%-8.1pp | 16.90%-32.1pp | 32.82%-48.0pp |
| Employer contribution / active EE | $4,303 | $3,050+41.1% | $2,701+59.3% | $2,506+71.7% |
| Participant deferral / active EE | $0 | $3,725-100.0% | $3,817-100.0% | $4,310-100.0% |
| Admin fee / account holder | $18 | $106-83.4% | $3,224-99.5% | $188-90.7% |