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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,527 | $82,202+8.9% | $125,339-28.6% | $64,808+38.1% |
| Participation rate | 98.2% | 77.9%+20.4pp | 82.4%+15.9pp | 71.5%+26.8pp |
| Annual return | 8.34% | 3.48%+4.9pp | 572.05%-563.7pp | 32.82%-24.5pp |
| Employer contribution / active EE | $9,780 | $3,615+170.5% | $4,814+103.2% | $2,506+290.3% |
| Participant deferral / active EE | $0 | $7,175-100.0% | $7,446-100.0% | $4,310-100.0% |
| Admin fee / account holder | $0 | $163-100.0% | $10,010-100.0% | $188-100.0% |