Filed January 18, 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 7-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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,637 | $80,753-3.9% | $136,294-43.0% | $62,292+24.6% |
| Participation rate | 96.7% | 73.5%+23.2pp | 81.9%+14.8pp | 69.5%+27.2pp |
| Annual return | -7.09% | 35.83%-42.9pp | 5155.94%-5163.0pp | 28.90%-36.0pp |
| Employer contribution / active EE | $3,857 | $2,884+33.7% | $4,695-17.9% | $2,042+88.9% |
| Participant deferral / active EE | $0 | $5,164-100.0% | $6,247-100.0% | $3,169-100.0% |
| Admin fee / account holder | $11 | $525-97.9% | $9,243-99.9% | $479-97.7% |