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.
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 | $97,131 | $100,923-3.8% | $150,045-35.3% | $74,304+30.7% |
| Participation rate | 97.0% | 70.1%+26.9pp | 82.3%+14.6pp | 60.3%+36.6pp |
| Annual return | 24.23% | 51.77%-27.5pp | 62.55%-38.3pp | 29.43%-5.2pp |
| Employer contribution / active EE | $5,455 | $3,463+57.5% | $4,693+16.2% | $2,241+143.4% |
| Participant deferral / active EE | $0 | $6,709-100.0% | $7,997-100.0% | $3,767-100.0% |
| Admin fee / account holder | $0 | $2,767-100.0% | $13,435-100.0% | $2,969-100.0% |