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 | $71,302 | $75,388-5.4% | $123,544-42.3% | $55,725+28.0% |
| Participation rate | 99.0% | 75.7%+23.4pp | 82.3%+16.7pp | 70.9%+28.2pp |
| Annual return | 12.03% | 4.48%+7.5pp | 119.20%-107.2pp | 244.93%-232.9pp |
| Employer contribution / active EE | $6,921 | $3,063+125.9% | $4,628+49.5% | $2,078+233.0% |
| Participant deferral / active EE | $0 | $5,651-100.0% | $6,426-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $120-100.0% | $9,284-100.0% | $115-100.0% |