Filed January 8, 2015
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 | $115,110 | $122,239-5.8% | $184,200-37.5% | $74,546+54.4% |
| Participation rate | 94.8% | 85.5%+9.3pp | 86.8%+7.9pp | 67.2%+27.6pp |
| Annual return | 21.19% | 19.95%+1.2pp | 28.80%-7.6pp | 1366.03%-1344.8pp |
| Employer contribution / active EE | $5,354 | $4,537+18.0% | $6,424-16.7% | $2,624+104.0% |
| Participant deferral / active EE | $6,624 | $7,139-7.2% | $9,132-27.5% | $4,347+52.4% |
| Admin fee / account holder | $15 | $1,260-98.8% | $13,907-99.9% | $1,944-99.2% |