Filed August 28, 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 | $127,971 | $119,446+7.1% | $150,045-14.7% | $85,563+49.6% |
| Participation rate | 97.2% | 75.4%+21.7pp | 82.3%+14.8pp | 66.0%+31.2pp |
| Annual return | 22.08% | 23.72%-1.6pp | 62.55%-40.5pp | 31.51%-9.4pp |
| Employer contribution / active EE | $11,287 | $4,078+176.8% | $4,693+140.5% | $2,654+325.4% |
| Participant deferral / active EE | $0 | $7,985-100.0% | $7,997-100.0% | $4,375-100.0% |
| Admin fee / account holder | $0 | $548-100.0% | $13,435-100.0% | $834-100.0% |