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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,783 | $79,124+10.9% | $60,874+44.2% | $64,808+35.5% |
| Participation rate | 84.0% | 77.7%+6.3pp | 73.1%+10.9pp | 71.5%+12.5pp |
| Annual return | -11.36% | -7.13%-4.2pp | 16.90%-28.3pp | 32.82%-44.2pp |
| Employer contribution / active EE | $0 | $3,050-100.0% | $2,701-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $0 | $3,725-100.0% | $3,817-100.0% | $4,310-100.0% |
| Admin fee / account holder | $22 | $106-79.0% | $3,224-99.3% | $188-88.2% |