Filed April 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.
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,131 | $88,360+9.9% | $145,433-33.2% | $67,986+42.9% |
| Participation rate | 97.0% | 65.5%+31.5pp | 82.1%+14.9pp | 57.2%+39.8pp |
| Annual return | 24.23% | 63.15%-38.9pp | 66.58%-42.3pp | 31.67%-7.4pp |
| Employer contribution / active EE | $5,455 | $3,054+78.6% | $4,554+19.8% | $2,019+170.2% |
| Participant deferral / active EE | $0 | $5,932-100.0% | $7,897-100.0% | $3,358-100.0% |
| Admin fee / account holder | $0 | $3,313-100.0% | $13,129-100.0% | $3,203-100.0% |