Filed June 1, 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.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,811 | $43,411-68.2% | $94,993-85.5% | $69,631-80.2% |
| Participation rate | 79.1% | 64.4%+14.7pp | 73.9%+5.2pp | 70.7%+8.4pp |
| Annual return | 0.28% | 22.54%-22.3pp | 27.12%-26.8pp | 27571.02%-27570.7pp |
| Employer contribution / active EE | $2,000 | $1,202+66.4% | $2,603-23.2% | $2,032-1.6% |
| Participant deferral / active EE | $0 | $2,384-100.0% | $3,317-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $87-100.0% | $4,960-100.0% | $110-100.0% |