Filed May 29, 2015 (most recent of 4 filings on file)
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.
Participant contribution per participant 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 | $37,115 | $66,764-44.4% | $88,497-58.1% | $62,891-41.0% |
| Participation rate | 95.2% | 77.3%+18.0pp | 82.4%+12.8pp | 69.3%+25.9pp |
| Annual return | 0.00% | 10.37%-10.4pp | 7.63%-7.6pp | 20.14%-20.1pp |
| Employer contribution / active EE | $2,492 | $3,077-19.0% | $4,036-38.3% | $2,281+9.3% |
| Participant deferral / active EE | $905 | $3,976-77.2% | $4,899-81.5% | $3,203-71.8% |
| Admin fee / account holder | $0 | $4,668-100.0% | $6,220-100.0% | $4,296-100.0% |