Filed November 19, 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,352 | $84,948-1.9% | $70,449+18.3% | $73,409+13.5% |
| Participation rate | 85.8% | 79.9%+5.9pp | 75.1%+10.8pp | 72.2%+13.7pp |
| Annual return | 12.73% | 13.39%-0.7pp | 109.03%-96.3pp | 59.29%-46.6pp |
| Employer contribution / active EE | $2,556 | $2,834-9.8% | $2,737-6.6% | $2,234+14.4% |
| Participant deferral / active EE | $0 | $3,387-100.0% | $3,709-100.0% | $3,805-100.0% |
| Admin fee / account holder | $0 | $98-100.0% | $3,845-100.0% | $158-100.0% |